Portfolio Performance Tracker

Simplify portfolio performance management

Maximize returns through a simple Vanguard Boglehead ETF diversified portfolio. Easily visualize your asset allocation across all accounts, rebalance delta, dividend, and performance data in a unified dashboard.

Asset Class Performance

Track performance by asset class to improve return on investment.

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.

Simplify portfolio performance management

Asset Class Performance

Track Performance

Full Customization

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.

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