AssetView is a privacy‑first, cloud‑based platform that aggregates real‑time data from brokerage, bank and alternative‑asset accounts into a single dashboard, delivering detailed performance, cash‑flow and tax‑basis analytics. It offers AI‑driven scenario modeling for life events, market‑news impact analysis, and tools for risk‑reward assessment and tax‑loss harvesting, serving both individual investors and financial advisors.
Funding
Funding not disclosed
Founders
Product
Problem
Individual investors and financial advisors often struggle to obtain a single, up‑to‑date view of all holdings across multiple accounts and asset classes, making it difficult to assess risk, liquidity, and tax implications efficiently.
Solution
AssetView offers a privacy‑first, cloud‑based platform that aggregates real‑time net‑worth data from brokerage, bank, and alternative‑asset sources into one dashboard. The system provides detailed performance metrics, cash‑flow tracking, and tax‑basis analysis, while an AI‑driven “Life Planner” enables what‑if scenario modeling for events such as large purchases or retirement. Integrated market‑news impact analysis helps users understand how current events may affect their portfolio. Users can customize dashboards, slice data by asset class or lot, and generate actionable insights for risk‑reward evaluation and tax‑loss harvesting. The platform supports both individual investors and advisors, allowing read‑only access for collaborative planning.
Target Audience
AssetView serves individual investors seeking comprehensive self‑service tools and financial advisors who need a unified platform to manage client portfolios, perform tax‑efficient planning, and generate detailed analytics.
Features
- Automatic, read‑only sync of account, asset, and transaction data from brokers and banks, with optional CSV/JSON import
- Unified portfolio view with granular performance metrics (IRR, MoM, cash flow, unrealized gains) across accounts, assets, and lots
- AI‑assisted scenario modeling (“Life Planner”) for cash‑flow forecasting, reallocation, and retirement planning
- Tax management tools including cost‑basis tracking, tax‑loss harvesting, and projected tax liability analysis
- Risk and diversification analytics with current and projected portfolio risk assessments
- Configurable dashboards and customizable attributes for tailored reporting
- Secure, institutional‑grade encryption and data isolation ensuring privacy‑first architecture
- Extensible app store for additional functionality and workflow extensions