Simplify Dividend Tracking with AssetRise

Finally a simple interface to automatically track dividends.  See projected dividends for the entire portfolio, account, and investment level.

Portfolio Dividend Projection

See portfolio projected annual dividend by $$$ and %.

Account Level Dividend

Account level dividend tracking, projections, and modeling.

Full Customization

Select pre-built portfolios, modify, or build from scratch including custom assets.

Dividend by Investment

See your investment level dividend projection and percent.

Set your target allocation

Set your custom asset allocation including custom asset types and % by category in our user panel.

See current vs. target asset allocation

Our dashboard provides a simple visual including the exact delta to maintain your desired asset allocation.

Easy Rebalancing

See your precise amount between asset classes to simplify rebalancing across many accounts.  Learn more here.

Full Customization

Modify existing portfolios or build from scratch.  Create custom asset classes and asset types to meet your needs.
See AssetRise demos and video to learn more