Your Personal Finance Dashboard

Name: AssetView
Rating: 4.8 (50 reviews)
Author: AssetView

analytics and insight to make informed decisions

Life PlannerPlan your best future with scenario modeling AI InsightsPrivacy-first analysis that connects market news to your investments Unified PortfolioOne view across all relationships and asset classes AnalyticsIdentify opportunities and assess risk-reward Cash ManagementTrack cash, liquidity, and upcoming capital needs Tax ManagementTrack cost basis and surface tax-smart opportunities across holdings

Advisor-level investing and finance tools for individual investors

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ASK AIABOUT ASSETVIEW

Track your net worth

updated in near real-time

Net Worth

Information that works for you

unified portfolio dashboard with diversification analysis across multiple dimensions including risk, sector, and geography

Net Worth

Analyze and optimize each investment

gains, income, unrealized gains, potential profit, MoM, Return %, cashflow, average costing, lot tracking, within and across accounts

Net Worth

Identify and evaluate opportunities

powerful analytics and insight to compare returns, risk-reward, scenarios, and cyclic, rotational, and systemic shifts

Assets Grouped

Leverage AI Insights (optional)

a privacy-first method to see how today's news impacts your investments, along with many other insights

AI Insights

Manage taxes, cash, and liquidity efficiently

tax efficient investing and tax loss harvesting; projected cashflow tracking

Cash

Model and plan your best future

what-if scenarios with planned events, levers to adjust key variables, re-allocations, large purchases, retirement planning

AI Insights

Track, analyze, and optimize each investment in your portfolio

General Features

insight, clarity, performance, tools, and customization

Unified Portfolio

all brokerages and assets in one view — stocks, bonds, real estate, crypto, and alternatives

Life Planner

model your financial future with what-if scenarios and adjustable variables

Performance Analytics

IRR, multiple-on-money, unrealized gains, and profit potential at every level

AI Insights

a privacy-first way to get AI data-driven investment analysis and insights through natural conversation

Tax Management

cost basis tracking and tax-loss harvesting across all investments

Cash Flow Tracking

monitor liquidity across accounts and plan for future capital needs

Public Equities

a clear aggregated vision and analytics for optimizing risk-reward and tax-efficiency across brokerages

Real Estate

accurate return calculations based on transaction level roll-ups across properties and partnerships

Private Funds

manage your commitments with transparency, clarity, and coordination

Fixed Income

manage maturities, evaluate yields, and optimize risk-reward

Crypto

self-custody, unified, tax-smart, performance driven crypto

Tactical and Strategic Planning in One Place

supports short-term investment tactics and long-term estate strategies

Easy Start Up

sync with financial institutions or maintain full control with manual entry

Private & Secure

your personal investment data stays yours — encrypted and protected

Mike H

Investor

AssetView is packed with powerful features and there’s always something new to explore. I keep finding tools I didn’t even know I needed—a great resource for anyone who wants to take control of their finances.

Michael F

CFP®

AssetView gives me a complete view of my clients' financial lives, making it easier to design the right asset allocation across their entire portfolio. It streamlines tax-efficient planning and simplifies preparation for client meetings with intuitive dashboards, freeing my time and energy to focus on providing meaningful advice. It’s an exceptional tool for modern advisors.

Advisor-level investing and finance tools for individual investors

analytics and insight to make informed decisions

Get Started