Public Equities

Functions for this asset type are provided by an AssetView App.
For more detailed information, visit the Public Equities App.

Public Equities App in the AssetView App Store

Apps are customizations that modify, extend, or create additional functionality in AssetView
Unlike Iphone Apps that generally sit on top of the platform (each a distinct environment), AssetView Apps are transformative, changing the way you interact with AssetView

How AssetView enables investors and advisors to see their unified portfolio across brokerages

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.

Private Placements

Real Estate