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AV Unified Portfolio

included in your Assetview subscription

Unify to Perform Better

from zero to a unified portfolio in minutes - automatic updates, simple controls, unified dashboard view

  • Unified view across all asset classes
    stocks, bonds, crypto, private funds, real estate, etc.
  • Unified view across brokerages
    Schwab, JP Morgan, Fidelity and other financial parties (e.g. bank, partnership)
  • Each asset aggregated for positions across financial institutions
    like Apple stock held in 3 accounts
  • Transactional level detail
    across historical, current, and projected portfolio positions
  • Unified attribution
    enables trait assignment across all accounts and assets for diversification and risk management
  • Unified analytics
    normalized data for apples-to-apples performance metrics across all asset classes
  • Net worth tracking with all of its components
    know your net worth as it grows with near real-time automatic updates
  • Filter, slice, and dice
    you control the lens see your portfolio your way
  • Graphs and charts
    visualization across your entire portfolio

AssetView's Value

control your financial future - build wealth with ease and confidence
Automatic
net worth and holdings update automatically as new financial data arrives
Zoom Lens
from your portfolio to a transaction
Time Savings
manage your financial picture in one dashboard

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

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