All-in-One Investment Portfolio Manager
Designed to Help You Manage Your Investments
Get a comprehensive view of your financial assets, liabilities, and net worth. With MyAssets, you can track investments, set budgets, and improve the health of your various financial accounts — all in one platform.
A Financial Management Solution
Designed by Investors, For Investors
From investment portfolios to personal bank accounts and more, MyAssets helps you organise, manage, and track your financial assets. Discover how this platform acts as a simplified yet comprehensive solution for your various financial needs.
Create a Portfolio
Keep track of key investment information, including type of investment, purchase date, purchase price, amount owned, and any associated liabilities.
Keep track of key investment information, including type of investment, purchase date, purchase price, amount owned, and any associated liabilities.
Import Existing Portfolio
Instantly transfer portfolios from other platforms to MyAssets with an easy process through our bulk import feature.
Instantly transfer portfolios from other platforms to MyAssets with an easy process through our bulk import feature.
Track Assets
Regularly update the details of your investment portfolios to track and monitor the appreciation and depreciation of your financial assets.
Regularly update the details of your investment portfolios to track and monitor the appreciation and depreciation of your financial assets.
Evaluate Portfolio Balance
Assess the distribution, allocation, and performance of your investments across various asset classes, sectors, or or geographical regions.
Assess the distribution, allocation, and performance of your investments across various asset classes, sectors, or or geographical regions.
View Portfolio History
Review and monitor the changes made to your portfolio by you or your delegates.
Review and monitor the changes made to your portfolio by you or your delegates.
Organise Assets into Groups
Organise your accounts into type, sector, investment size and other specialised categories.
Organise your accounts into type, sector, investment size and other specialised categories.
Analyse Portfolio by Sector
Get an objective report on your investments to gain insights into the distribution, performance, and potential risks or opportunities within each sector.
Get an objective report on your investments to gain insights into the distribution, performance, and potential risks or opportunities within each sector.
Secure Files in Document Vault
Keep important documents secure in one platform through bank-level security.
Keep important documents secure in one platform through bank-level security.
Create an entry for each investment
Manually add other investments or automaticallly sync integrated accounts.
Track your investment's performance
View analytics for all investments and explore into individual account perfromance to assess actual weight and purchase cost; set filters to easily sort through your portfolio for convenient tracking. group the items by any relevant attributes.
Gain valuable insights
Assess a value chart showing long-term performance and track actual values daily to get valuable insights. Make sound decisions regardig your investments guided by these insights.
MyAssets: The Ultimate Tool for Tracking All Your Investments
MyAssets was built for the conscientious investor by providing a unified platform to track different types of assets. Calculate your net worth, securely store important documents, visualise investment or asset growth, and enjoy a range of other features, all in one place.
This comprehensive platform is designed to meet your investment needs and empower you with valuable features for effective asset management.
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Video Introduction to MyAssets
Watch to understand how MyAssets will put you back in control of your assets!
