AssetView logoAssetView

Annuities

How to track annuity investments in AssetView including fixed, variable, and indexed annuities with income projections.

Overview

AssetView's Annuities App does not yet provide a specific structure for annuity asset creation. An annuity asset has all of the same core facilities available to you as other asset types in AssetView.

Asset Creation

Guide to creating assets in AssetView using Apps, covering stocks, bonds, crypto, real estate, private funds, and other investment types.

Base - Cash

Track cash holdings and base currency positions in AssetView for accurate portfolio cash management and liquidity tracking.