Public Equities
manage your tax liabilities by managing your lots across exchanges
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.
- Apps are customizations that modify, extend, or create additional functionality in AssetView
- Unlike apps that sit on top of the platform (each a distinct environment), AssetView Apps are transformative, enriching the way you interact with AssetView.
