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Base Currency - Cash

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

Functions for this asset type are provided by an AssetView App

Cash App Guide
  • Apps are customizations that modify, extend, or create additional functionality in AssetView
  • AssetView Apps are transformative, changing the way you interact with AssetView

AssetView App Store - Cash App

Annuities

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

Bonds

Creating and tracking bond investments in AssetView including maturity dates, coupon payments, and yield calculations.