Investor Resources

AssetRise Product Updates January 2024

January Feature Releases!

Happy New Year Bogleheads, Investors, & AssetRisers!


I hope you had a wonderful holiday break.  And a warm welcome to our newly added subscribers.  This communication is focused on product enhancements current and planned.


Newly Released Features

As passionate portfolio tool builders we’re excited to bring significant enhancements including the ability to edit existing portfolios, create a custom portfolio from scratch, and delete an asset from a portfolio.  


As an investor you now have the ability to select a pre-built portfolio, edit current portfolios, or build from scratch to get to your desired asset allocation snapshot!


Custom Portfolio Builder

  • 30 second preview video
  • Detailed portfolio build video.
  • Delete asset row: added the ability to delete an asset from the portfolio.


Check out how AssetRise reduces the complexity of 8 investments accounts into a simple asset allocation & rebalance dashboard!

Wouldn't you like to have this view of your portfolio?

2024 Feature Enhancements Coming

2024 will include a massive wave of product & feature enhancements including:

  • Auto-investment Account Sync: Ability to auto link your investment accounts to AssetRise for auto populate & updates including Fidelity, Vanguard, and Schwab.
  • CSV Import: Many users do NOT want to sync personal accounts.  We will provide the ability to manually create or upload CSV files from your accounts.
  • Custom Dashboard Builder: Simple “drag & drop” module to customize your portfolio dashboard to your unique preferred view.
  • Email Snapshots: Weekly account summary including account totals, asset allocation, dividend projections, and account returns.


Feature Requests

While the AssetRise team are individual investors like you, we need to hear from you.  What features do you love, what enhancements are you seeking?  Drop me a line


Usage Tips & Education

We will continue to use our Blogs and YouTube channel for product how-to and education.

In Closing

We’re excited about a BIG 2024 at AssetRise.  We hope you will participate and provide feedback to make the tool for Boglehead investors!

About AssetRise

AssetRise provides Boglehead, Vanguard, and FIRE investors portfolio allocation and rebalance tools to simplify investing and increase returns.  AssetRise provides an industry leading portfolio rebalance calculator to increase investor returns.

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