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Public Equities

Track stock investments in AssetView with automated market pricing, dividend tracking, and lot-level cost basis.

Functions for this asset type are provided by an AssetView App

Public Equities 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 - Public Equities App

Private Placements

Track private placement investments in AssetView including direct investments, co-investments, and syndicated deals.

Real Estate

Track real estate investments in AssetView including properties, REITs, and LLC ownership structures with valuation tracking.