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Adding Data

Three ways to get financial data into AssetView
Automatic Sync
Use AssetView Connectors to automatically sync your brokerage, bank accounts, and wallets
Quick Add
Upload a CSV, XML, JSON, Excel or Text file, or use our quick grid
Manually
Create accounts, assets, and transactions

Glossary Performance Terms

Definitions of AssetView performance metrics including MoM (Multiple on Money), XIRR returns, IRR, cash flow, and gain calculations.

Connectors

Automatically sync your brokerage, bank accounts, and wallets