AssetClass

This is great, no more checking 10 or so apps individually, not to mention my "unified" views in spreadsheets 😁 Excited to see where this goes! 🚀

Hi Product Hunt 👋 We’re AssetClass and we’re excited to launch our investment tracker to provide you insight into and control over your portfolio. 🤯 The challenge ----------------- Self-guided investors like us often have their assets allocated across 10+ financial accounts such as - Retirement plans (401K, IRA) - Brokerages (Fidelity, Schwab, Vanguard) - Modern trading apps (Robinhood) - Crypto platforms (Coinbase, Gemini) and wallets (Metamask) - Cash / Bank accounts Without a single unified view, it is hard to get an accurate picture of an entire portfolio, evaluate its performance, or understand overall exposures. AssetClass is the solution. Track your balances over time, see holdings and allocations for each account, and view asset breakdown across your entire portfolio. 🔥 What’s next --------------- While we’re launching as a modern and holistic portfolio tracker, our vision is much larger: To build a platform that supports self-guided investors in all aspects of their journey - from portfolio management, through discovery of new investment opportunities, to benchmarking and tax optimization. We want everyone to be able to build wealth with confidence and ease without having to pay high management fees. 🔐 Security and Privacy ----------------------- We’ve partnered with Plaid and Mastercard (Finicity) to provide read-only access to your accounts. AssetClass has no access to your passwords. We don’t sell your data and internally we obfuscate user details such as emails and names to protect your privacy. We’re excited to hear your feedback! Katka, Mike, Steve Founders ✉️ Email: hello@assetclass.app 💬 Discord: https://discord.gg/A2Em8svf 📝 Blog: https://portfolios.substack.com/

I just tried this out this morning and I love the UX. I'm especially fond of the ease to connect to different accounts. There are still some accounts that don't connect (I've had similar issues with Personal Capital/Mint connecting as well). I really like the crypto support which Personal Capital and Mint don't offer.