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Your Personal Finance Dashboard

AssetView unifies financial information across all relationships and asset classes, delivering deep, actionable insight into each investment and your overall portfolio so you can make better-informed financial decisions. Organize fragmented investment data and automatically apply comprehensive analytics to surface and evaluate opportunities.
  • See your net worth progress across time
    progress to date and your future rendered in beautiful, insightful, detail
  • Get organized and gain clarity with your unified portfolio dashboard
    all relationships and assets classes with apples-to-apples performance metrics
  • Track, analyze, and optimize each investment in your portfolio
    performance analytics including IRR, multiple-on-money, gains, profit potential
  • Identify and evaluate opportunities with powerful analytics and insight
    returns, risk-reward, diversification across multiple dimensions, AI analysis
  • AI Insights (optional)
    a privacy-first way to get AI data-driven investment analysis and insights
  • Model and plan your best future
    what-if scenarios with planned events, levers to adjust key variables
  • Manage taxes and liquidity efficiently
    tax efficient investing and tax loss harvesting; projected cashflow tracking
AssetView Welcome Financial Dashboard
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Track, analyze, and optimize each investment in your portfolio

General Features
insight, clarity, performance, tools, and customization
Unified Portfolio
all brokerages and assets in one view — stocks, bonds, real estate, crypto, and alternatives
Life Planner
model your financial future with what-if scenarios and adjustable variables
Performance Analytics
IRR, multiple-on-money, unrealized gains, and profit potential at every level
AI Insight
a privacy-first way to get AI data-driven investment analysis and insights through natural conversation
Tax Management
cost basis tracking and tax-loss harvesting across all investments
Cash Flow Tracking
monitor liquidity across accounts and plan for future capital needs
Public Equities
a clear aggregated vision and analytics for optimizing risk-reward and tax-efficiency across brokerages
Real Estate
accurate return calculations based on transaction level roll-ups across properties and partnerships
Private Funds
manage your commitments with transparency, clarity, and coordination
Fixed Income
manage maturities, evaluate yields, and optimize risk-reward
Crypto
self-custody, unified, tax-smart, performance driven crypto
Tactical and Strategic Planning in One Place
supports short-term investment tactics and long-term estate strategies
Easy Start Up
sync with financial institutions or maintain full control with manual entry
Private & Secure
your personal investment data stays yours — encrypted and protected
AssetView puts me in control of my investments. I see my full financial picture in one clear, connected view and I have a plan for my financial future that truly makes sense. It’s built with powerful, intuitive tools across every asset class — and there’s always something new to discover. From performance tracking to tax and liquidity insights, the features help me make better investment decisions.

Mike H

Investor

AssetView gives me a complete view of my clients' financial lives, making it easier to design the right asset allocation across their entire portfolio. It streamlines tax-efficient planning and simplifies preparation for client meetings with intuitive dashboards, freeing my time and energy to focus on providing meaningful advice. It’s an exceptional tool for modern advisors.

Michael F

CFP®

private, low cost, unified, powerful, insightful — AssetView excels
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