AssetView PubliTrac

included in your Assetview subscription

Manage your Public Equities

data and smart decisions across brokerages

AssetView Fixed Income

Aggregated view
positions in the same equity across brokerages
Lot level tracking
for tax efficient trading decisions across brokerages
Comparative scenarios for 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

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 - a must have to plan your best financial future