App Store

Apps modify, extend, or create additional functionality in AssetView

Currently, all Apps are authored by AssetView

Currently, all Apps come free with your subscription to AssetView (Connector Apps have limits on free use - see each Connector App for details)

Financial Planning

Envision by Assetview

The best planning tool on the market

What's your five or ten year financial plan? Most people have a number in mind — but that's not enough. You need the path to get there. That's the power of Envision. Easily explore what-if scenarios with levers that adjust rates of return and allocations by asset class, sector, geography, risk profile, and more — turning questions into real insights.

Asset Handlers

Base Currency - Cash Handler

Know everything about your cash on hand, cashflow, and projected cash usage

Bond Handler

Know everything about your bond positions

Certificates of Deposit Handler

Know everything about your CDs

Cryptocurrency Handler

Completely control your crypto

AssetView's Cryptocurrency Handler is built to track your cryptocurrency positions and transactions across blockchains and across exchanges. AssetView's unified view of crypto with lot based tracking enables you to make tax-efficient trading decisions. And all current positions are valued in $US so you get clarity on your cost basis and potential profit.

Exchange-Traded Fund Handler

Know everything about your ETFs

Fixed Income Loan Handler

Full view of the asset's lifecycle

Money Market Fund Handler

Know everything about your MMs

Private Fund Handler

A complete picture of what is happening in the fund

AssetView's Private Fund App is built to track summary and detailed information on all your investments in private funds. AssetView's Private fund dashboard calculates and tracks your remaining commitment, contributions, recallable and non-recallable distributions, stated valuation, calculated current valuation, and estimated economic gain.

Mutual Fund Handler

Know everything about your Mutual Funds

Public Equity Handler

Everything you need to track and manage your public market positions

Stablecoins

Everything you need to track and manage your Stablecoin

Sources

TradFi Connector

Connect your traditional accounts to AssetView's unified portfolio

Crypto Exchange Connector

Completely control your crypto across exchanges

Blockchain Wallet Connector

Connect your crypto wallets with AssetView's unified portfolio