Track where your capital is deployed and measure returns
Deploying capital from your banking system
Spread as one metric among many in your banking system
How the Add Asset wizard records where the capital came from
What account_type captures when you record a securities asset
Tracking external loans secured against an asset
Record mortgages, lines of credit, and other balances alongside your assets
How revolving balances, credit limits, and utilization work in Policy Stack
How Policy Stack measures what an asset has actually earned
Track where your capital goes and what it generates.
Record past periods and expected future cash flow in the Add Asset wizard
Group assets and liabilities and apply the household ownership percentage