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AssetRise is the only online portfolio tool that provides individual investors a single view of all assets including stocks, bonds, real estate, crypto, commodities. The ability to create custom assets in your portfolio provides investors unlimited possibilities to custom design a portfolio to their unique needs.
AssetRise is the ultimate online portfolio tool to provide a portfolio rebalance calculator including the current portfolio asset weight vs. the users target portfolio asset weight across all investors accounts.
AssetRise provides investors a customization platform to capture their asset allocation for portfolio rebalancing and optimization. AssetRise is designed for individual investors to replace custom spreadsheets.
The portfolios are then rolled up into a single dashboard that allows the user to visualize their asset allocation, dividend, income, and portfolio return.
A portfolio is a collection of investment assets. While most online portfolio trackers focus on stocks only, AssetRise provides investors to organize unlimited portfolio’s into a single portfolio view, broken down by account and asset type for simple rebalancing & optimization.
The power of AssetRise lies in the flexibility for users to build portfolios using the following methods:
E-mail admin@assetrise.com. We will respond within 12 hours or sooner.
AssetRise provides 3 methods to create a portfolio:
Yes! Simple add a new asset to a pre-built portfolio or edit the current tickers in a pre-built portfolio.
Yes! All features are including in all plans. The only difference between free vs. paid plans is the number of portfolios a user can create.
Many 401k plans use custom investments that do not have a public ticker. If this is the case, then you can create a custom asset to account for the asset.
