The Morgan portfolio · fictional example
See the whole picture.
Four asset classes, one place to understand what you have and what needs attention.
Entered holdings value
$442,800
4 holdings across 4 asset classes
Sample values. No live prices or connected accounts.Cost basis coverage3 / 4
Gold has a value, but its acquisition basis is missing.
One view across what you own
Make the picture useful
Choose the question that matters nowCurrently held4 positionsPossible decisionsNone saved yetCompleted disposalsNone in this example
Try the complete loop
A useful decision survives a return visit.
Start with Bitcoin's holding and source context. Compare a possible sale, keep it, simulate new evidence, ask Merlin what changed, and keep a new version for a CPA conversation.