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Your Personal Finance Dashboard

AssetView is a unified investment management dashboard delivering portfolio insight across all your financial relationships—brokerages, banks, LLCs, and more—spanning multiple asset classes and time horizons. Whether you're managing stocks, bonds, real estate, cryptocurrency, or private funds, AssetView combines net worth tracking, performance analytics, cash and tax management tools, and financial planning features to help you spot opportunities and invest with confidence.
  • See your net worth progress across time
    progress to date and your future rendered in beautiful, insightful, detail
  • Get clarity from your unified portfolio dashboard
    all relationships and assets classes with apples-to-apples performance metrics
  • Identify opportunities and risk with powerful analytics and insight
    situational returns, risk-reward, and diversification across multiple dimensions
  • Model and plan your best future
    what-if scenarios with planned events and 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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Essential Edition Is Free - Sign Up
ASK AIABOUT ASSETVIEW
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®

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
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
A clear aggregated vision and analytics enable you to manage maturities and optimize risk-reward
Crypto
Self-custody, unified, tax-smart, performance driven crypto
Strategic and tactical planning in one place
Supports short-term investment tactics and long-term estate strategies
Automatic Sync
Connect financial institutions or maintain full control with manual entry
Private & Secure
Your personal investment data stays yours — encrypted and protected
Invest with Confidence
Practical tools designed by investors to make smarter decisions

private, low cost, unified, powerful, insightful — AssetView excels
Essential Edition Is Free - Sign Up