Your Personal Finance Dashboard
analytics and insight to make informed decisions
Advisor-level investing and finance tools for individual investors
Track your net worth
updated in near real-time
Make informed decisions with powerful analytics and insight
unified portfolio dashboard with diversification analysis across multiple dimensions including risk, sector, and geography
Analyze and optimize each investment
gains, income, unrealized gains, potential profit, MoM, Return %, cashflow, average costing, lot tracking, within and across accounts
Identify and evaluate 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
Manage taxes, cash, and liquidity efficiently
Manage taxes, cash, and liquidity efficiently
tax efficient investing and tax loss harvesting; projected cashflow tracking
Model and plan your best future
what-if scenarios with planned events, levers to adjust key variables, re-allocations, large purchases, retirement planning
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.
Advisor-level investing and finance tools for individual investors
analytics and insight to make informed decisions