Demo data (fictional)
of the market book fully known
$434,554 of the $1,127,281 market book (stocks, retirement, crypto) has holdings detail, a cost basis, dated lots and a fresh price.
Score = fully known ÷ market book = $435k ÷ $1.13M = 38%
Vanguard 401(k) is one balance, with no holdings
A statement for it is waiting for review: apply it to see its holdings, basis and dates.
Example_Private_Bank_Line_Oct2026.pdf is waiting for review
The bank's figures for Maple Family Trust line: check them and apply, so xutz's estimate sits beside the bank's.
NVIDIA Corp. has no dated lots
Without buy dates, short- and long-term gains can't be told apart. Upload the Fidelity Brokerage ...4417 lot export.
Coinbase hasn't refreshed in 8 days
8 holdings priced as of Nov 1, 2026. Reconnect it in Kubera; xutz picks it up on the next sync.
2 holdings at Roth IRA have no dated lots
Without buy dates, short- and long-term gains can't be told apart. Upload the Roth IRA lot export.
Maple Family Trust second line lends at advance rates the bank hasn't confirmed
Ask Example Bank for its stated rates and mark them confirmed, so the call distance rests on the bank's figures.
6 holdings at Coinbase have no cost basis
Upload the exchange's cost-basis export, so gains and the tax to sell can be worked out.
Statements, lot exports, credit-line reports, documents. Nothing is processed until you say so.
Add the statement for Vanguard 401(k) here.
Demo mode: files are classified and CSVs parsed to preview; nothing is stored.