Sources

Introduction to Sources

Sources are used to bring Account, Asset, and Transaction data into AssetView.

Connectors connect your real-world accounts and assets to your AssetView portfolio
In AssetView, your Accounts and Assets are automatically created
In AssetView, your Accounts and Assets are automatically kept in sync
Each Connector uses one of the following methods of access:
- Log In: For real-world accounts where this connection is done through a log in (e.g. through Plaid for traditional brokerages like Schwab, JP Morgan, and Fidelity), the connection to your real-world account is read only. No changes can be made to your real-world account through this connection.
- API Key: For connections to real-world account where an API key is required (e.g. crypto-trading brokerages like Coinbase, Binance.US), we recommend that you acquire your API Key from the brokerage such that it is restricted to read-only access.
After a Source has been synced, data from the Source will appear in your portfolio

If you choose not to connect your real-world accounts to AssetView, you may choose instead to use Quick Add
With Quick Add, you directly enter your accounts, assets and transactions easily and quickly into AssetView
Select an existing account or add a new account
Select an existing asset or add a new asset
Add transactional information (e.g. for a buy, add the date, number of shares, and per share cost)

Source Type	Source	Use	Examples	Sync Process Supported
Connector	Traditional Brokerage and Banking Institutions	Connect traditional accounts to AssetView	Schwab, JP Morgan, Fidelity	Yes
Connector	Cryptocurrency Exchange	Connect crypto accounts to AssetView	Coinbase, Binance.US.	Yes
Connector	Cryptocurrency Wallet	Connect crypto wallets to AssetView	Metamask, Exodus	Yes
Quick Add	Quick Add	Quickly add accounts, assets and transactions to AssetView without connecting real-world accounts	Any account, asset, and transaction data you choose	No

Behavior	Reset a Source	Delete a Source
Source Configuration	Resets to the initial configuration	Deletes the configuration
Source Transactional Data	Removes all the Source generated transactional data	You may elect whether your Source generated transactional data is deleted or retained. If retained, your transactional data will be converted from the Source being deleted to a Manual Source.
Example of Typical Use	An example of when to use this process is when you are initially tuning the way you bring in data from a Source (e.g. changing from Balance to Holdings in the setup)	An example of when to use this process is if a Source (e.g. exchange) closes

Account Creation

Asset Creation