AssetView has Answers

Planning Answers

What is my cash balance today and on any future day?
What are my planned investments?
Which of my transactions are booked, pending, or planned?
What and when are my planned divestitures and maturing investments?
How will my planned investments and divestitures affect my portfolio performance?
How do I best manage liquidity to fund my planned investments?
What is my estimated current and projected tax liability?

Position Answers

What are my historical, current, and projected portfolio positions across all financial relationships?
What are my positions of an asset across all financial institutions across time?
What is my historical, current, and projected portfolio risk?
What is my historical, current, and projected portfolio diversification?

Performance Answers

What is my historical, current, and projected performance, including rate of return and multiple-on-money, on an investment or group of investments?
What is my historical, current, and projected income, capital gains, and unrealized capital gains on an investment or group of investments?
When should I sell an asset to optimize my return?