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Managing Traditional Investments Done Right

With a dedicated financial dashboard, custom organisation features, and other streamlined tools, MyAssets helps you manage your investments towards growth — not just keep them afloat.
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Smarter Features for Traditional Investors

Built for clarity and simplicity, MyAssets delivers a lineup of features that offers a secure and comprehensive view of your portfolio — keeping you focused, informed, and on track with your investments and other assets.

Detailed Entries

Keep track of key investment information including the investment type, investment amount, current valuation, investment date, estimated yield, estimated return, and more.

Custom Groups

Sort and organise your investments by any custom category that suits your needs with MyAssets' Groups feature.

Address Book

Centralise all of your investment contacts — from advisors, brokers, and more — in one digital address book that you can also link to your other assets.

Document Vault

Digitally store documentation relevant to your investments to ensure document access anytime, anywhere.

Delegates

Manage ownership distribution and beneficiary allocation for each investment in your portfolio by giving the right people access through our Delegates feature.

Export Data

Access an overview of your investments' cost and liabilities, current valuations, and more. This can be exported from the MyFinances Dashboard.

Detailed Entries

Keep track of key investment information including the investment type, investment amount, current valuation, investment date, estimated yield, estimated return, and more.

Custom Groups

Sort and organise your investments by any custom category that suits your needs with MyAssets' Groups feature.

Address Book

Centralise all of your investment contacts — from advisors, brokers, and more — in one digital address book that you can also link to your other assets.

Document Vault

Digitally store documentation relevant to your investments to ensure document access anytime, anywhere.

Delegates

Manage ownership distribution and beneficiary allocation for each investment in your portfolio by giving the right people access through our Delegates feature.

Export Data

Access an overview of your investments' cost and liabilities, current valuations, and more. This can be exported from the MyFinances Dashboard.

Explore the Bigger Picture with MyAssets

MyAssets offers an intuitive, comprehensive solution to organising, tracking, and managing your investments and other assets. Keep track of market trends, acquisition details, and more — all in one platform.
Global Dashboard

Global Dashboard

View your current net worth across all asset classes, currencies, and locations.
MyFinances

MyFinances

Organise, track, and manage your cash and banking accounts for single or multi-currency accounts from any bank in the world.
MyProperties

MyProperties

Oversee your property portfolio, including residences, rentals, offices, storage facilities, and more in one platform.
MyCollectables

MyCollectables

Keep your collectables — including art, jewellery, vintage cars, and more — securely organised.
MyBelongings

MyBelongings

Keep track of your belongings — including furniture, appliances, clothing, and more — along with their associated documents and images.
Groups

Groups

Categorise assets into groups — regardless of their type — according to your preferences and requirements.

Trusted by Industry Leaders

Our platform integrates with top brands for seamless asset management.
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Security You Can Trust

At MyAssets, we protect your data every step of the way—from secure uploads to encrypted storage—using industry-leading security protocols
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Everything You Need for Asset Management

Discover how MyAssets simplifies asset management, offering seamless integrations, robust security, and powerful features to optimize your workflows
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Smart Linking Starts at Home
Smart Linking Starts at Home
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Introducing Smart Asset Linking: Link Assets with Ease

Beyond finances, MyAssets is a multi-asset wealth management system designed to house assets of every kind. From finances to real estate, collectables, and other personal holdings — our platform helps you understand how your assets relate, interact, and contribute to your broader financial picture.
Link, sync, and optimise your assets so that they work together.

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Frequently Asked Questions About MyCollectables

Find answers to common questions and get quick solutions.
Visit Knowledge Base

All Assets, One Platform.

Your Complete Platform for Smart Asset Management.

MyAssets Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through MyAssets Limited as its agent.
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