Workflow Guide
C
Workflow GuideNet Worth Tracking
How to Connect Coastal Equities for Net Worth Tracking
Aggregate account balances across banks, brokerages, exchanges, and wallets into a single net worth timeline.
Implementation steps
- 1
Connect all major account types — banks, brokerages, exchanges, and wallets.
- 2
Verify that balances are current and accounts are grouped correctly by household.
- 3
Review the daily net worth snapshot timeline and track changes over weeks and months.
Required evidence
- Cross-account balance aggregation
- Daily net worth snapshots
- Multi-provider portfolio composition
Coastal Equities-specific considerations
- Monitor Coastal Equities balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Coastal Equities with real trend lines, balances, and history instead of checking Coastal Equities in isolation or rebuilding the same context each week.
- Compare Coastal Equities with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Coastal Equities changed liquidity, diversification, or total net worth across your broader financial picture.