Public Equities

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Public Equity Handler

everything you need to track and manage your public market positions
  • When you first create a US market public equity, you are provided with a search from which you select the US market ticker symbol
  • AssetView uses that ticker symbol to automatically associate relevant data such as market pricing and stock charting
  • AssetView supports multiple methods of stock lotting (e.g. FIFO, LIFO)
  • The default method of Lotting aggregates purchases from the same day into a single lot

Vitals

Syncs traditional brokerage and banking accounts with AssetView
  • Type
    Asset Handler
  • Power Switch
    On - Permanent
  • Price
    Free with subscription to AssetView
  • Developer
    AssetView
  • Privacy
    Covered by AssetView's strict privacy policy
  • AssetView Editions
    All
  • Version
    1.9

Pricing Details

  • Free with a subscription to AssetView

Details

Overview

When you first create a US market public equity, you are provided with a search from which you select the US market ticker symbol. AssetView uses that ticker symbol to automatically associate relevant data such as market pricing and stock charting. AssetView supports multiple methods of stock lotting (e.g. FIFO, LIFO). The default method of Lotting aggregates purchases from the same day into a single lot.

Pricing

AssetView provides pricing for all US market public equities based on a feed from a third party that is delayed typically less than 30 minutes from real-time, trading day hours pricing.


AssetView's Public Equity handler is everything you need to track and manage your public market positions

✨ Price → free with your subscription to AssetView

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