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AV Public Equities

included in your Assetview subscription

Manage your Public Equities

data and smart decisions across brokerages

  • Aggregated view
    positions in the same equity across brokerages
  • Lot level tracking
    for tax efficient trading decisions across brokerages
  • Comparative scenarios
    evaluate yields, gains, and tax outcomes
  • Integrated
    manage public equities alongside illiquid assets such as real estate and private funds
  • Powerful slicing
    analyze a multitude of aspects such as risk level, geographical diversification, and sector dispersion
  • Performance
    internal rate of return, multiple-on-money, cash flow, gain, unrealized gain, income, and profit potential

AssetView's Value

a clear aggregated vision and analytics enable you to optimize risk-reward
Clarity
know your aggregated holdings across brokerages
Updates automatically
net worth and holdings update automatically as new financial data arrives
Comfort and Confidence
accurately evaluate risk-reward

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

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