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Manual Account Creation

Step-by-step guide to manually create accounts in AssetView for tracking investments not connected via automated sources.

Video Guide: Create an Account Manually

AssetView how to create an account manually
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Step-by-Step Guide: Create an Account Manually

  1. Name your Portfolio and name your first Account.
Naming an account in AssetView
  1. Select "Accounts" in the left navigation menu.
Selecting an account in AssetView
  1. Click the "+" button to add a second Account
Adding an account in AssetView
  1. Click the "Setup" tab, name the Account, and click the "Save Account" button.
Setting up an account in AssetView
  1. Click "Assets" in the left navigation menu.
Adding assets in AssetView
  1. Choose an Asset Handler App to create an Asset. For information on asset creation please visit the Asset Creation page
Choosing an asset type in AssetView

Accounts

Learn how to create and manage accounts in AssetView, either automatically via connectors or manually for custom tracking.

Sources

Understanding AssetView data sources including connectors, CSV imports, and manual entry for bringing account and transaction data into your portfolio.