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

AssetView Account List

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

AssetView Account List

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)

AssetView Life Planner

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

AssetView Private Funds Management

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

AssetView Customize

Private, low cost, unified, powerful, insightful — AssetView excels