Your Personal Finance Dashboard
AssetView organizes fragmented investment data across relationships and asset classes, and applies comprehensive analytics to deliver deep, actionable insights into individual holdings and your overall portfolio. The platform surfaces and evaluates opportunities, and enables better-informed financial decisions.
- See your net worth progress across timeprogress to date and your future rendered in beautiful, insightful, detail
- Get organized and gain clarity with your unified portfolio dashboardall relationships and assets classes with apples-to-apples performance metrics
- Track, analyze, and optimize each investment in your portfolioperformance analytics including IRR, multiple-on-money, gains, profit potential
- Identify and evaluate opportunities with powerful analytics and insightreturns, risk-reward, diversification across multiple dimensions
- AI Insights (optional)a privacy-first way to get AI data-driven investment analysis and insights
- Model and plan your best futurewhat-if scenarios with planned events, levers to adjust key variables
- Manage taxes and liquidity efficientlytax efficient investing and tax loss harvesting; projected cashflow tracking

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Track, analyze, and optimize each investment in your portfolio
Unified Portfolio
all brokerages and assets in one view — stocks, bonds, real estate, crypto, and alternatives
AI Insights
a privacy-first way to get AI data-driven investment analysis and insights through natural conversation
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
AssetView puts me in control of my investments. I see my full financial picture in one clear, connected view and I have a plan for my financial future that truly makes sense. It’s built with powerful, intuitive tools across every asset class — and there’s always something new to discover. From performance tracking to tax and liquidity insights, the features help me make better investment decisions.
Mike H
Investor
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.
Michael F
CFP®
private, low cost, unified, powerful, insightful — AssetView excels
