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The Best free portfolio tracker online

Keep investing simple.

 

Maximize returns through a simple Vanguard Boglehead ETF diversified portfolio.  Use our portfolio rebalance tool and calculator to keep your asset allocation in balance across all of your accounts.

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Unified Asset Allocation

Maintain your asset allocation across multiple taxable, 401k, IRA, and investment accounts.

Track Performance

See your full portfolio or account level performance of all assets including dividend projections.

Full Customization

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

Get Started in 3 Simple Steps

1. Set your target allocation

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

2. See current vs. target asset allocation

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

3. Easy Rebalancing

AssetRise Portfolio Rebalance Calculator provides an exact amount for easy portfolio rebalancing.

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
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