Your Personal Investment Dashboard
Insights, opportunities, and a clear plan—invest with confidence
Clarity and Control Across All Financial Relationships and Asset Classes
unified portfolio dashboard with diversification analysis across multiple dimensions including risk, sector, and geography
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Advisor-grade tools so you get there
the information you need to make informed decisions
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Track your net worth progress across time
updated in near real-time with your progress to date and your future net worth across multiple scenarios with levers to explore sensitivity
See, Evaluate, and Act
have a process for investing that works for you
Analyze and optimize each investment
gains, income, unrealized gains, potential profit, MoM, Return %, cashflow, average costing, lot tracking, within and across accounts
Identify and value opportunities
powerful analytics and insight to compare returns, risk-reward, scenarios, and cyclic, rotational, and systemic shifts
Leverage AI Insights (optional)
a privacy-first method to see how today's news impacts your investments, along with many other insights
Model and plan your best future
what-if scenarios with planned events, levers to adjust key variables, re-allocations, large purchases, retirement
Manage taxes, cash, and liquidity efficiently
Manage taxes, cash, and liquidity efficiently
tax efficient investing and tax loss harvesting; projected cashflow tracking
Full Control
An organized, global view of investments across relationships and asset classes tracks growth of your net worth and provides clarity for financial planning
Deep Insights
Comprehensive analytics deliver actionable insights into individual holdings and your overall portfolio to surface and evaluate opportunities
Better informed decisions
See how a change in a single position today can make a large difference in your financial future so you make better informed financial decisions with confidence
Track, analyze, and optimize each investment in your portfolio
Unified Portfolio
all brokerages and assets in one view — stocks, bonds, real estate, crypto, and alternatives
AI Insights
a privacy-first way to get AI data-driven investment analysis and insights through natural conversation
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
Mike H
Investor
AssetView is packed with powerful features and there’s always something new to explore. I keep finding tools I didn’t even know I needed—a great resource for anyone who wants to take control of their finances.
Michael F
CFP®
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.
Private, low cost, unified, powerful, insightful — AssetView excels