AssetView logoAssetView

Your Personal Finance Dashboard

Control → Insights → Decisions → Growth
  • See your net worth progress across time
    progress to date and your future rendered in beautiful, insightful, detail
  • Get organized and gain clarity with your unified portfolio dashboard
    all relationships and assets classes with apples-to-apples performance metrics
  • Track, analyze, and optimize each investment in your portfolio
    performance analytics including IRR, multiple-on-money, gains, profit potential
  • Identify and evaluate opportunities with powerful analytics and insight
    returns, risk-reward, diversification across multiple dimensions
  • AI Insights (optional)
    a privacy-first way to get AI data-driven investment analysis and insights
  • Model and plan your best future
    what-if scenarios with planned events, levers to adjust key variables
  • Manage taxes and liquidity efficiently
    tax efficient investing and tax loss harvesting; projected cashflow tracking
Product demo video
Full Control
An organized, global view of investments across relationships and asset classes tracks growth of your net worth and provides clarity for financial planning
Deep Insights
Comprehensive analytics deliver actionable insights into individual holdings and your overall portfolio to surface and evaluate opportunities
Better informed decisions
See how a change in a single position today can make a large difference in your financial future so you make better informed financial decisions with confidence
Essential Edition Is Free - Sign Up
ASK AIABOUT ASSETVIEW

Track, analyze, and optimize each investment in your portfolio

General Features
insight, clarity, performance, tools, and customization
Unified Portfolio
all brokerages and assets in one view — stocks, bonds, real estate, crypto, and alternatives
Life Planner
model your financial future with what-if scenarios and adjustable variables
Performance Analytics
IRR, multiple-on-money, unrealized gains, and profit potential at every level
AI Insights
a privacy-first way to get AI data-driven investment analysis and insights through natural conversation
Tax Management
cost basis tracking and tax-loss harvesting across all investments
Cash Flow Tracking
monitor liquidity across accounts and plan for future capital needs
Public Equities
a clear aggregated vision and analytics for optimizing risk-reward and tax-efficiency across brokerages
Real Estate
accurate return calculations based on transaction level roll-ups across properties and partnerships
Private Funds
manage your commitments with transparency, clarity, and coordination
Fixed Income
manage maturities, evaluate yields, and optimize risk-reward
Crypto
self-custody, unified, tax-smart, performance driven crypto
Tactical and Strategic Planning in One Place
supports short-term investment tactics and long-term estate strategies
Easy Start Up
sync with financial institutions or maintain full control with manual entry
Private & Secure
your personal investment data stays yours — encrypted and protected
AssetView puts me in control of my investments. I see my full financial picture in one clear, connected view and I have a solid plan for my financial future. It’s built with powerful, intuitive tools across every asset class — and there’s always something new to discover. From performance tracking to tax and liquidity management, I count on it now to make better investment decisions.

Mike H

Investor

AssetView gives me a complete view of my clients' financial lives, making it easier to design the right asset allocation across their entire portfolio. It streamlines tax-efficient planning and simplifies preparation for client meetings with intuitive dashboards, freeing my time and energy to focus on providing meaningful advice. It’s an exceptional tool for modern advisors.

Michael F

CFP®

private, low cost, unified, powerful, insightful — AssetView excels
Essential Edition Is Free - Sign Up