Track Every Investment in One Dashboard
Monitor stocks, ETFs, bonds, mutual funds, crypto, commodities, and more across all your brokerage accounts — with real-time quotes and professional-grade analytics.
Complete Portfolio Overview
See your total portfolio value, cost basis, and profit & loss at a glance. Our dashboard combines data from all your brokerage accounts into one unified view, so you never need to log into multiple platforms.
Track net worth over time with beautiful charts, monitor day-by-day performance changes, and drill down into individual holdings to understand exactly how your investments are performing.
“As someone new to investing, Assely's portfolio tracking and recommendations have been invaluable. My portfolio is up 18% this year.”
Asset Allocation & Diversification
Understand exactly how your money is distributed across asset classes, sectors, and individual positions. Our diversification score (0-10) analyzes your portfolio composition and highlights concentration risks.
Get actionable recommendations to improve your allocation. Whether you're overweight in tech stocks or underexposed to international markets, the system identifies gaps and suggests optimizations.
Global Geographic Distribution
Visualize your worldwide investment footprint with our interactive map. See exactly how much of your portfolio is allocated to each country and region, helping you understand your international exposure.
Identify geographic concentration risks and discover opportunities for international diversification. Our system tracks holdings across 50+ countries and provides allocation recommendations.
Multi-Account Support
Whether you have a brokerage account, IRA, 401(k), ISA, TFSA, or Roth IRA — Assely supports them all. Link multiple investment accounts and see your consolidated portfolio in one place.
Each account type is properly categorized with tax status tracking, making it easy to understand your taxable vs. tax-advantaged allocations. Perfect for optimizing your investment strategy across accounts.
“I was skeptical about another finance app, but Assely's AI recommendations actually helped me optimize my 401k allocation.”
11+ Investment Types Supported
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