Gains and lossesat a glance
Valuation, return rate, and IRR are calculated automatically. No spreadsheets needed to understand your portfolio.
Sound familiar?
- Calculating each asset's return rate manually takes too much time
- It's hard to see which assets make up the largest share of your portfolio
- Comparing past and present requires gathering data from multiple sources
How Asset Management Studio helps
- Automatic return & IRRReturn rate and IRR are calculated automatically for every asset
- Allocation by categorySee how much you hold in stocks, real estate, deposits, and more
- Point-in-time comparisonCompare your entire portfolio across valuation dates in one table
- Live price syncAuto-fetch current prices for stocks and ETFs to keep valuations up to date