Your complete wealth, one dashboard
Stop juggling multiple apps and spreadsheets. Assetli consolidates your entire portfolio - stocks, crypto, real estate, and more - so you can see the full picture and make confident decisions.
The investor's dilemma
Managing a diversified portfolio shouldn't be this hard
Fragmented view
Your investments are scattered across 5 different platforms. You have no idea what your total net worth actually is.
Manual tracking nightmare
Updating your spreadsheet takes hours. By the time you're done, the prices have already changed.
No performance insights
Which investments are actually making money? What's your real return after fees? Without proper tracking, you're guessing.
Everything in one place
Import, track, and analyze your wealth in one place
Multi-asset tracking
Stocks, ETFs, crypto with live prices, plus real estate, alternative investments, and vehicles with manual valuations — all in one dashboard.
Performance analytics
See returns over time, track realized and unrealized gains, and understand your portfolio performance with FIFO/LIFO/HIFO methods.
Tax tracking
Track the 3-year time test for tax exemption. See which holdings are exempt and which are still taxable.
Dividend tracking
Track dividend income with ex-dates, pay dates, withholding tax, and yearly totals across all your broker accounts.
Investment strategy calculator
Compare investment strategies with DCA, compound interest, tax settings, and fees. Project your wealth 5, 10, 20 years ahead.
FIRE planning
Calculate your path to financial independence. Know exactly when you can retire.
Also available:
Built for individual investors
Assetli provides the tools you need to manage a diversified portfolio
All asset classes
Track stocks, ETFs, crypto, real estate, vehicles, valuables, and alternative investments (P2P, crowdfunding, commodities, pension) in one place.
Live prices for stocks & crypto
Automatic price updates from IEX Cloud (stocks) and CoinGecko (crypto). Other assets use manual valuations.
Multiple projection scenarios
Plan your future with conservative, moderate, and optimistic return scenarios.
FIRE calculator included
Calculate your path to financial independence and see when you can reach your goals.
Ready to see the full picture?
Track your entire portfolio in one place. Free plan forever, 30-day Premium trial included.
Premium: up to 20 broker and crypto accounts, unlimited transactions