Total Portfolio Value
£2.34M
↑ 11.2% this year
Assets Tracked
14
Across 5 categories
Team Members
3
With active access
Documents Stored
28
Certificates, receipts, appraisals
Recent Activity
| Activity | Team Member | Date |
|---|---|---|
| Insurance certificate uploaded for Rolex Daytona | Sarah Chen (PA) | Today, 09:14 |
| Quarterly valuation report generated | Marcus Webb (Wealth Advisor) | Yesterday, 16:30 |
| Purchase price updated — Ferrari 296 GTB | David Ross (Accountant) | 22 Jul, 11:05 |
| New asset added — Patek Philippe Nautilus 5726 | James Harrington (Principal) | 20 Jul, 14:22 |
| Insurance renewal shared with Hiscox | Sarah Chen (PA) | 18 Jul, 10:45 |
Portfolio Allocation
Classic Cars£1,240,000 — 53%
Watches£620,000 — 26%
Fine Art£310,000 — 13%
Fine Wine£120,000 — 5%
Other£50,000 — 2%
Full Portfolio
+ Add Asset
| Asset | Category | Current Value | Purchase Price | Return | Insured |
|---|---|---|---|---|---|
| Ferrari 296 GTB 2023 · Rosso Corsa |
CARS | £385,000 | £310,000 | ↑ 24.2% | ✓ Yes |
| Lamborghini Huracán EVO 2021 · Arancio Borealis |
CARS | £220,000 | £195,000 | ↑ 12.8% | ✓ Yes |
| Patek Philippe Nautilus 5726 Annual Calendar · SS |
WATCHES | £185,000 | £142,000 | ↑ 30.3% | ✓ Yes |
| Rolex Daytona Ref. 116500LN · Ceramic |
WATCHES | £42,000 | £28,000 | ↑ 50.0% | ✓ Yes |
| Basquiat — Untitled 1982 Acrylic on canvas · 61×76cm |
ART | £310,000 | £260,000 | ↑ 19.2% | ⚠ Review |
| Pétrus 2015 · 12 bottles Pomerol, Bordeaux |
WINE | £48,000 | £38,000 | ↑ 26.3% | — Not set |
Team Access Management
+ Invite Team Member
As principal, you control exactly what each team member can see and do. Access can be revoked at any time. Team members never see each other's access level.
PRINCIPAL
James Harrington
james@harrington.co.uk
- Full portfolio access
- Add / edit assets
- View all documents
- Manage team access
- Financial reports
PERSONAL ASSISTANT
Sarah Chen
sarah@harrington.co.uk
- View all assets
- Upload documents
- Share with insurers
- Purchase prices hidden
- Cannot add/remove assets
WEALTH ADVISOR
Marcus Webb
m.webb@privatewealth.com
- View valuations
- Portfolio performance
- Generate reports
- Cannot edit assets
- Documents read-only
ACCOUNTANT
David Ross
d.ross@rossaccounting.co.uk
- Asset values
- Purchase prices
- Capital gains view
- No document access
- Cannot edit anything
Document Vault
+ Upload Document
| Document | Asset | Type | Uploaded by | Date | |
|---|---|---|---|---|---|
| Hiscox Insurance Certificate 2026 | Rolex Daytona | INSURANCE | Sarah Chen | Today | View |
| Certificate of Authenticity | Basquiat Untitled 1982 | PROVENANCE | James Harrington | 20 Jul | View |
| Ferrari 296 GTB — Purchase Invoice | Ferrari 296 GTB | PURCHASE | David Ross | 18 Jul | View |
| Patek Service Record 2024 | Patek Philippe Nautilus | SERVICE | James Harrington | 12 Jul | View |
| Independent Valuation Report Q2 2026 | Full portfolio | VALUATION | Marcus Webb | 1 Jul | View |
Reports
Portfolio Performance Report
Full portfolio value over time, return by asset and category, and benchmark comparison.
Capital Gains Summary
Unrealised gains per asset with purchase price, current value and holding period — for your accountant.
Insurance Review Pack
Current valuations and documentation completeness for all insured assets — ready to share at renewal.
Asset Register
Complete catalogue of all assets with descriptions, provenance notes and document status.
Estate Planning Summary
Asset register with estimated values for estate planning and succession purposes.
Wealth Advisor Export
Portfolio data export formatted for import into wealth management platforms.