AssetClass

Stock and crypto portfolio tracker

9 followers

Stock and crypto portfolio tracker

9 followers

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Investing

Get a complete picture of your investment portfolio. Connect accounts from 500+ institutions: Stock, Funds, Crypto and more. Track: 💰 Balances 🧺 Holdings 🧩 Asset allocations 📈 Change over time Secured by Plaid and Mastercard. For the web and iOS.

Free

Launch tags:iOS•Fintech•Investing

Launch Team

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Promoted

This is great, no more checking 10 or so apps individually, not to mention my "unified" views in spreadsheets 😁 Excited to see where this goes! 🚀

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4yr ago

Trava - Modern Travel Agent

Maker

@jkvk Thank you Jana! Spreadsheets have their place but nothing can beat the real-time updates and easy access on mobile. We're planning to add easy spreadsheet export if there's user interest!

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4yr ago

Trava - Modern Travel Agent

Maker

Hi Product Hunt 👋 We’re AssetClass and we’re excited to launch our investment tracker to provide you insight into and control over your portfolio. 🤯 The challenge ----------------- Self-guided investors like us often have their assets allocated across 10+ financial accounts such as - Retirement plans (401K, IRA) - Brokerages (Fidelity, Schwab, Vanguard) - Modern trading apps (Robinhood) - Crypto platforms (Coinbase, Gemini) and wallets (Metamask) - Cash / Bank accounts Without a single unified view, it is hard to get an accurate picture of an entire portfolio, evaluate its performance, or understand overall exposures. AssetClass is the solution. Track your balances over time, see holdings and allocations for each account, and view asset breakdown across your entire portfolio. 🔥 What’s next --------------- While we’re launching as a modern and holistic portfolio tracker, our vision is much larger: To build a platform that supports self-guided investors in all aspects of their journey - from portfolio management, through discovery of new investment opportunities, to benchmarking and tax optimization. We want everyone to be able to build wealth with confidence and ease without having to pay high management fees. 🔐 Security and Privacy ----------------------- We’ve partnered with Plaid and Mastercard (Finicity) to provide read-only access to your accounts. AssetClass has no access to your passwords. We don’t sell your data and internally we obfuscate user details such as emails and names to protect your privacy. We’re excited to hear your feedback! Katka, Mike, Steve Founders ✉️ Email: hello@assetclass.app 💬 Discord: https://discord.gg/A2Em8svf 📝 Blog: https://portfolios.substack.com/

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4yr ago

I just tried this out this morning and I love the UX. I'm especially fond of the ease to connect to different accounts. There are still some accounts that don't connect (I've had similar issues with Personal Capital/Mint connecting as well). I really like the crypto support which Personal Capital and Mint don't offer.

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4yr ago

Trava - Modern Travel Agent

Maker

@brad_sickles Thank you Brad! We take crypto seriously and we'll keep adding more accounts - thank you for your separate note with details. Glad you like the UX!

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4yr ago

Mobcrush

Have been enjoying the beta, congrats on the launch! 👏👏👏

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4yr ago

Trava - Modern Travel Agent

Maker

@davebos Thank you for your support and all the feedback so far, Dave! 🙏

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4yr ago

Great team and very intuitive app! Amazing job!

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4yr ago

Trava - Modern Travel Agent

Maker

@amar_shah3 Thanks Amar! Mobile-first / mobile-friendly is really important for us!

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4yr ago

Love using AssetClass to finally see everything in one place! Also the crypto support is a game changer!! Excited to see what's next from the team 🚀

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4yr ago

Trava - Modern Travel Agent

Maker

@sonia_nigam Thank you Sonia! We are serious and excited about crypto -- and I promise we'll look into NFTs to support power users like you! 🔥

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4yr ago

want to onvest

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4yr ago

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