The secure and private tool
to make superior investing decisions

across financial relationships, time horizons, and asset classes

equities, fixed income, credit, crypto, real estate, private funds, and partnerships

Optimize your planning

What is my cash balance today and on any future day?
What are my planned investments?
Which of my transactions are booked, pending, or planned?
What and when are my planned divestitures and maturing investments?
How will my planned investments and divestitures affect my portfolio performance?
How do I best manage liquidity to fund my planned investments?
What is my estimated current and projected tax liability?

Optimize your positions

What are my historical, current, and projected portfolio positions across all financial relationships?
What are my positions of an asset across all financial institutions across time?
What is my historical, current, and projected portfolio risk?
What is my historical, current, and projected portfolio diversification?

Optimize your performance

What is my historical, current, and projected performance, including rate of return and multiple-on-money, on an investment or group of investments?
What is my historical, current, and projected income, capital gains, and unrealized capital gains on an investment or group of investments?
When should I sell an asset to optimize my return?

The fundamentals.

The AssetView team is dedicated to helping you make superior investing decisions in a private and secure environment.

Private

Our thoughts are simple - your financial data is yours. See AssetView's Services Privacy Policy.

Secure

Our thoughts, approach, and toolset are constantly evolving with the ever-changing dynamics of data security. Read more.

Smart

Intelligence that helps you make superior investing decisions.

Flexible

You decide what is important to you.

Practical

Built by investors, for investors.

Scalable

Manages enterprise volumes and complexities.

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