AssetView Unifolio

included in your Assetview subscription

Unify your Portfolio to Perform Better

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

AssetView Fixed Income

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

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