Investment Accounts
Kraken
Crypto ยท TAO + other positions
โ
Bank of America
Preferred Rewards Platinum ยท Banking + Investment
Platinum
Add more investment accounts โ Merrill Lynch, Fidelity, brokerage, retirement...
Personal Real Estate
Add your personal properties
Home, rental properties, land, vacation property โ anything outside HSRE/BBM/JAK. Atlas will track value, mortgage, and equity.
Bank Accounts
Add checking, savings, money market accounts
Capital One, South State, or any personal bank accounts. Atlas tracks balances and flags anything unusual.
๐ก How this works: Add your accounts above. Atlas tracks the totals, monitors for large changes, and includes a net worth snapshot in your weekly briefing. None of this connects to any Highside entity โ it's purely personal.