AssetView has Answers
Planning Answers
- 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?
Position Answers
- 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?
Performance Answers
- 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?
