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Easy Startup

Easy Startup

  • Connectors for automatic investment updates (optional)
    read-only sync of your account, asset, and transactional data from brokerage and bank accounts
  • AI assisted import (optional)
    import account, asset, and transactional data from a CSV, XML, JSON, Excel or Text file
  • Quick Add
    directly enter your investments

Clarity for Success

Clarity for Success

  • Automatic updates (if you want it)
    positions from your financial institutions and asset pricing
  • Easily customized data slicing
    analyze a multitude of aspects starting with risk and liquidity
  • Zoom lens
    glide between wide-angle portfolio survey and investment micro-tuning
  • Number crunch
    leverage financial gymnastics equipment with the power to number crunch through investment planning permutations
  • Elastic planning environment
    Life Planner that blends transactional and formula-driven planning

Deep performance insights

Deep performance insights

  • Performance metrics
    internal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential
  • Performance at every level of the rollup
    historical, current, and projected performance based on financial parties, accounts, assets, lots, and transactions
  • Structured views by asset class
    specific, detailed views (e.g. unfunded commitments on private funds, multiple calls for bonds)
  • Scenario evaluation
    current versus planned performance to know when to sell an asset and optimize your return
  • Tax efficiency and tax loss harvesting
    cost basis and unrealized gain by asset by lot (including crypto wallets)

Intelligent tools

Intelligent tools

  • Manage liquidity
    cash balances today and on any future date to optimize return and fund planned investments
  • Manage performance
    internal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential
  • Manage risk, diversification, and more
    current and projected portfolio risk, diversification, and balancing across booked, pending, and planned transactions
  • Manage entries
    plan investments and specific transactions; see the effects on future portfolio performance, cash flow, and balancing
  • Manage exits and tax liability
    plan divestitures and maturing investments; minimize your current and projected tax liability

Make it yours

Make it yours

  • Tailor your views
    with configurable dashboards
  • Customize your attributes
    on accounts, assets, and lots
  • Create situation-specific views
    from big-picture wealth summaries to deep analytics for investment analysis
  • Choose your workflow with Apps
    that modify, extend, or create additional functionality in AssetView

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

Advisor-level investing and finance tools for individual investors

analytics and insight to make informed decisions
Get Started