Family Wealth
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Shameer
Aga
Family
Overview
Equities
Cash
Gold
Deposits
Loans
Property
Watches
Gains
×
Add equity position
Ticker
Exchange
NASDAQ
NYSE
LSE
EURONEXT
SIX
ASX
TSX
OTHER
Company name
Shares
Cost basis / share
Currency
USD
GBP
EUR
CHF
AUD
CAD
Account owner
Shameer
Aga
Account ref (optional)
Save position
×
Close position
Sale price per share
Shares sold
Sale date
Enter sale price to see P&L preview
Confirm sale
×
Add cash balance
Institution
Julius Baer
Emirates NBD
NatWest
Other
Account owner
Shameer
Aga
Joint
Currency
USD
GBP
EUR
CHF
AED
Account label (optional)
Balance (native)
Balance (USD)
FX rate
Balance date
Save balance
×
Add gold position
Weight (grams)
Total amount paid
Purchase currency
GBP
USD
EUR
CHF
AED
USD equivalent (auto-calculated if blank)
Custodian
Julius Baer
BullionVault
Royal Mint
Other
Purchase date
Vault location (optional)
Save position
×
Add deposit
Institution
Julius Baer
Emirates NBD
NatWest
Other
Account owner
Shameer
Aga
Joint
Currency
USD
GBP
EUR
CHF
AED
Principal (native)
Principal (USD)
Interest rate %
Interest frequency
Monthly
Quarterly
At maturity
Annual
Start date
Maturity date
Interest paid to account (optional)
Auto-renew
No
Yes
Renewal rate % (if known)
Account ref (optional)
Save deposit
×
Add private loan
Loan label
Borrower name
Account owner
Shameer
Aga
Joint
Currency
GBP
USD
EUR
AED
CHF
Principal (native)
Principal (USD)
Interest rate %
Interest frequency
Monthly
Quarterly
At maturity
Annual
Start date
Maturity date
Property details
Property address
Property type
Residential
Commercial
Mixed use
Land
Country
Property value (USD)
Valuation date
Payment details
Receiving bank
Julius Baer
Emirates NBD
NatWest
Other
Next payment date
Notes (optional)
Save loan
×
Log interest payment
Amount (native)
Amount (USD)
Payment date
Payment type
Interest
Principal repayment
Interest + Principal
Notes (optional)
Log payment
×
Add property
Property label
Address
City
Property type
Residential
Commercial
Mixed use
Land
Villa
Apartment
Ownership
Ownership type
Shameer only
Aga only
Joint
Shameer %
Aga %
Valuation
Purchase price (USD)
Purchase price (AED)
Current value (USD)
Current value (AED)
Purchase date
Last valuation date
Rental income
Is rented?
No
Yes
Rental frequency
Annual
Monthly
Quarterly
Rental income (AED)
Rental income (USD)
Lease start
Lease end
Notes (optional)
Save property
×
Add watch
Brand
Rolex
Patek Philippe
Audemars Piguet
Omega
Cartier
Breitling
Tudor
TAG Heuer
IWC
Vacheron Constantin
Jaeger-LeCoultre
Other
Owner
Shameer
Aga
Model / collection
Reference number
Nickname (optional)
Purchase price (USD)
Purchase date
Current value (USD)
Condition
Excellent
Very good
Good
Fair
Box
Yes
No
Papers
Yes
No
Watchcharts URL (optional)
Serial number (optional)
Save watch