All your assetsone dashboard
Manage 12 asset types in a single account. No more switching between banks, brokerages, and spreadsheets.
Sound familiar?
- Your assets are spread across multiple institutions and hard to see at a glance
- You have to calculate gains and losses manually
- Adding family assets makes it even harder to track
How Asset Management Studio helps
- 12 asset typesStocks, ETFs, deposits, funds, real estate, crypto, insurance, and more — all in one place
- Date-based recordsLog when you bought each asset, at what price, and what it's worth today
- Color-coded categoriesAssign colors by asset type for an instant overview on the dashboard
- Batch inputUpdate multiple assets to the same valuation date in one step