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Adding an asset, from ticker to total

Adding an asset from scratch: heading + type chips, ticker + quantity + price, region-default exchange picker, liquid-cash opt-in for Super-held cash, auto-fetched prices.
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Quick start

The Add Asset screen is how every holding enters FirePath. It's a single form with four key pieces: what kind of asset, what it's called, how much you have, and who owns it.

  • Pick a heading — Investments, Super, Cash, Property, whatever makes sense. Headings drive the grouping you see on the Net Worth screen.
  • Pick an asset type — Stock, ETF, Crypto, Managed Fund, Property, Cash, Bullion, or Other. The form adapts based on your choice.
  • Ticker-backed types (STOCK, ETF, CRYPTO, BULLION) ask for a ticker, quantity, and an optional last-known price. FirePath pulls fresh prices automatically.
  • Manual types (PROPERTY, CASH, OTHER, MANAGED_FUND) ask for a value-per-unit and a quantity. Use quantity 1 for single-item assets like a house.
  • Tap the tick at the top-right to save. That's it.

The rest of this guide is for users who want to tune the screen. If you're happy with the defaults, you can stop here — everything below is optional customisation.

Going deeper

The Heading chip row

Every heading you've enabled in Settings appears as a chip at the top of the form. Tap one to set the asset's heading. The number of columns adapts to your screen width — 4 on phone portrait, 6 on phone landscape, 8 on tablet landscape. If the label is longer than the chip width it ellipsizes; tap the chip to select it and the label marquees so you can read the whole thing.

Picking a heading sometimes pre-fills the asset type: picking Super defaults the type to Managed Fund; picking Gold defaults to Bullion; picking Cash defaults to Cash. You can still override.

The Asset Type chip row

Asset Type chip row on Add Asset screen
① None. ② Stock / ETF / Crypto / Managed Fund / Property / Cash / Bullion / Other. ③ Form fields below adapt to the selection.

Right below the heading row. The form morphs depending on what you pick:

  • STOCK / ETF / CRYPTO show Ticker + Quantity (same row), Last Price (full-width), and Exchange chips.
  • BULLION same as above but the Exchange chip row is hidden (Bullion is always on the SPOT virtual exchange) and the Ticker is one of GOLD / SILVER / PLATINUM / PALLADIUM.
  • MANAGED_FUND asks for value-per-unit and quantity — useful for Super funds where you have a unit count and a unit price.
  • PROPERTY / CASH / OTHER ask for a single value. Quantity defaults to 1 so you enter the total in the value field.

The None option at the start of the Asset Type row is there for unusual cases where you want a heading-only grouping without committing to a specific type.

Name: the subtle rule

On ticker-backed types the Name field is labelled Name (optional). Leave it blank and FirePath uses the ticker as the name on save. So for most of your stocks and ETFs you can skip typing a name entirely.

On manual types (PROPERTY, CASH, OTHER, MANAGED_FUND) the Name field loses the "(optional)" label and becomes required — because there's no ticker to fall back to. If you forget, the save button gives you a validation error on the Name field.

Ticker + Quantity on the same row

Ticker and Quantity fields sharing a 50/50 row
① Ticker auto-uppercases as you type. ② Quantity accepts decimals for fractional shares.

Both are short inputs users tend to fill in together, so they share a 50/50 row. Ticker auto-uppercases as you type. Quantity accepts decimals (for fractional shares / crypto / partial ETF units).

Last Price, full width

Last Price field in edit mode with cursor parked at end
① Cursor-at-end — no tapping past existing text to append a digit.

The Last Price field takes its own row below. You can leave it blank on save and FirePath will fetch the current price in the background within 15 minutes. If you know the current price, enter it so the asset shows the right value immediately.

Cursor-at-end on edit. When you open an existing ticker-backed asset to edit, the cursor jumps straight into the Last Price field with the caret parked at the end of the existing value — so you can quickly append a decimal, backspace a digit, or overwrite. No tapping past the existing text to get to the end.

Exchange chip row (ticker-backed only)

Exchange chip row under Last Price
① Region default pre-selected. ② ASX / US / LSE / EU / CRYPTO / SPOT. ③ Always overridable.

If the asset type needs a ticker, the Exchange chip row shows below Last Price. Tap to pick. The row is pre-selected based on your region: AU users default to ASX, US users to US, UK to LSE, Germany to EU (Xetra). You can always override — an Australian can hold US stocks, a Brit can hold crypto, etc.

BULLION and CRYPTO force their exchange regardless of region (SPOT and CRYPTO respectively) — these are virtual exchanges representing "everywhere", not a specific market.

Include in Investment Net Worth (the toggle below)

On by default. Turn off for personal-use assets like your primary residence, car, watch collection — anything that isn't funding your retirement. The asset still appears on the Net Worth screen, still contributes to your Total NW, but sits out of the Investment NW calculation and the FIRE projections.

Include in Liquid Cash (the clever bit for Super)

CASH-type asset with Include in Liquid Cash toggle on
① Appears only on CASH type. ② Lets retirees count Super-held cash as liquid.

This toggle only appears when the asset type is CASH. Normally off; flip on for cash-type assets that you consider liquid. The Dashboard's Total Cash card sums every asset where this toggle is on.

The clever use case: a cash balance held inside your Super fund. Technically it's "in Super", but for retirees or those near preservation age, it's functionally liquid. This toggle lets you represent that nuance without cramming the Super heading full of complicated exceptions. A younger user wouldn't tick it on; a retiree might.

Owner (when enabled)

If you've enabled Owners in Settings, the Owner chip row appears below the toggles. Tap who the asset belongs to, or leave None for shared items. Picking an owner affects how the asset appears on Net Worth (sub-sectioned by owner in opted-in headings) but not any totals.

Delete (on edit only)

Opening an existing asset shows a bin icon in the top bar. Tap it to delete — a confirm dialog appears with the asset name so you don't fat-finger a deletion. Deletion removes the asset row and also prunes any associated asset-history entries (so your Net Worth history chart doesn't get weird).

Make it yours — Settings that affect this screen

  • Asset Headings — Settings → App Lists → Asset Headings. Reorder and hide the built-in headings; add your own custom headings to use names the app doesn't ship with (custom headings are fully renameable and deletable). The chip row on this screen reflects the list in the order you set.
  • Investment Types — Settings → App Lists → Investment Types. Same pattern for the Asset Type chip row: reorder/hide built-ins, add your own for unusual holdings.
  • Exchanges — Settings → App Lists → Exchanges. Shows only for ticker-backed types. Pre-selected based on your region (ASX for AU, US for US users, LSE for UK, EU for Germany). Reorder/hide the built-ins or add a custom exchange if you trade somewhere FirePath doesn't cover.
  • Owners — Settings → App Lists → Owners. The chip row only appears when Owners is enabled and ≥1 owner exists.
  • Auto-pricing — Settings → Premium. Controls whether saved ticker-backed assets get their prices refreshed in the background.

Questions or feedback? Email us at woohoosoftware@gmail.com