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Your Personal Investment Dashboard

Insights, opportunities, and a clear plan—invest with confidence

Clarity and Control for Modern Finance

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Advisor-grade tools so you get there

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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

Evaluate all relationships and assets classes

unified portfolio dashboard with diversification analysis across multiple dimensions

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

Leverage AI Insights (optional)

AssetView's privacy-first method enables you 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
Essential Edition Is Free - Sign Up
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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 Insights
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

Mike H

Investor

AssetView puts me in control of my investments. I see my full financial picture in one clear, connected view and I have a solid plan for my financial future. 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 management, I count on it now to make better investment decisions.

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
Essential Edition Is Free - Sign Up