The secure and private tool
to make superior investing decisions
across all asset classes, financial relationships, and time horizons
equities, bonds, crypto, fiat, real estate, partnerships, private funds
Optimize your planning
- What is my cash balance today and on any future day?
- What are my planned investments?
- Which of my transactions are booked, pending, or planned?
- What and when are my planned divestitures and maturing investments?
- How will my planned investments and divestitures affect my portfolio performance?
- How do I best manage liquidity to fund my planned investments?
- What is my estimated current and projected tax liability?
Optimize your positions
- What are my historical, current, and projected portfolio positions across all financial relationships?
- What are my positions of an asset across all financial institutions across time?
- What is my historical, current, and projected portfolio risk?
- What is my historical, current, and projected portfolio diversification?
Optimize your performance
- What is my historical, current, and projected performance, including rate of return and multiple-on-money, on an investment or group of investments?
- What is my historical, current, and projected income, capital gains, and unrealized capital gains on an investment or group of investments?
- When should I sell an asset to optimize my return?
The fundamentals.
The AssetView team is dedicated to helping you make superior investing decisions in a private and secure environment.
Private
Our thoughts are simple - your financial data is yours. See AssetView's Services Privacy Policy.
Secure
Our thoughts, approach, and toolset are constantly evolving with the ever-changing dynamics of data security. Read more.
Smart
Intelligence that helps you make superior investing decisions.
Flexible
You decide what is important to you.
Practical
Built by investors, for investors.
Scalable
Manages enterprise volumes and complexities.