Launching today
AssetRise
Investment bookkeeping for US stocks and crypto
2 followers
Investment bookkeeping for US stocks and crypto
2 followers
Keep US stock and crypto records in one browser-based app. Record trades and fees, track holdings and balances across accounts, and switch reporting currencies while preserving original-currency records.
Hi Product Hunt! I'm sharing AssetRise Web, an investment bookkeeping app for people who hold US stocks and crypto across different accounts.
Buying an asset takes seconds. Understanding several accounts, currencies, purchase prices, and fees can take much longer. AssetRise gives those records a common home in your browser.
What you can do:
• Record purchases and sales with dates, accounts, quantities, prices, currencies, and fees.
• Start with your existing holdings and average costs, then add new trades as you go.
• Review holdings, unrealized gains and losses, cash, and portfolio weights across accounts.
• Keep original-currency records while viewing totals in supported reporting currencies, including USD, EUR, GBP, and CNY. Crypto accounts support USD and USDT records.
• Explore allocation charts by market, sector, and institution.
A note on bookkeeping: recording a trade updates the holding quantity and average cost, with fees included in purchase-cost calculations. Cash and quote-currency balances are maintained separately; trades do not automatically update those balances in the current Web version.
How it fits alongside other tools:
Spreadsheets offer a flexible system you build yourself. Sharesight offers portfolio tracking, dividends, broker integrations, and tax-related reports. Portfolio Performance offers detailed return calculations and open-source portfolio analysis. AssetRise focuses on browser-based stock and crypto bookkeeping, with account views and selectable reporting currencies.
All figures and allocations in the gallery are fictional demonstration data, not suggested investments or actual performance results.
Try the Web app: https://web.appbag.io
Read the full illustrated introduction: https://medium.com/@whoami.noreply/us-stocks-and-crypto-one-clearer-investment-record-5f7a98121a43
I'd love feedback on the account organization, transaction-entry workflow, and reporting-currency views. What is the hardest part of keeping your stock and crypto records organized?