Manage Your Traditional Investments Portfolio Online
With One Asset Management Software
Optimise your traditional investment portfolio with ease. Trust MyAssets to organise, track, and manage your finances and other assets in one platform.
Maximise the Full Potential of Your Investment Using a Comprehensive Asset Management Software
Designed to Manage and Monitor Your Entire Investment Portfolio
MyAssets is designed to be your go-to platform for securing and managing investment information. Discover the features that will help you get a comprehensive overview of your assets.
Keep Detailed Investment Records
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 Portfolios
Instantly transfer portfolios in other platforms to MyAssets with an easy process.
Instantly transfer portfolios in other platforms to MyAssets with an easy process.
Customise Traditional Investment Categorisation
Sort and organise your investments by any custom category that suits your needs.
Sort and organise your investments by any custom category that suits your needs.
Assess and Analyse Portfolio
Access an overview of your investments' cost and liabilities, current valuations, and more. This can be exported from the MyFinances Dashboard.
Access an overview of your investments' cost and liabilities, current valuations, and more. This can be exported from the MyFinances Dashboard.
Centralise Investment Contacts and Connections
Consolidate all contacts — advisors, brokers, and more — in one digital address book.
Consolidate all contacts — advisors, brokers, and more — in one digital address book.
Save and Access Documents Digitally
Digitally store documentation related to your investments to ensure document access anytime, anywhere.
Digitally store documentation related to your investments to ensure document access anytime, anywhere.
Manage Investment Ownership
Manage ownership distribution and beneficiary allocation for each investment in your portfolio.
Manage ownership distribution and beneficiary allocation for each investment in your portfolio.
Custom Categorisation
Grouping assets into categories based on your preference helps you find what you need quickly.
Grouping assets into categories based on your preference helps you find what you need quickly.
Straightforward Solution for ALL Collectors
Add an entry for each investment
Easily create an entry for your stocks, bonds, and other traditional investments on the platform. Add information including type, purchase date, purchase price, and other useful information.
Organise your investments into groups
Organise investments by any category of your liking for easier monitoring.
Upload files in a private vault
Safely store and access images, purchase receipts, authentication certificates, appraisals, and any other key documents in a private vault.
Explore the Bigger Picture with MyAssets
MyAssets offers a sophisticated yet intuitive way to organise, track, and manage your investments and other assets. Keep track of market trends, acquisition details, and more — all in one platform.
Global Dashboard
MyFinances
MyProperties
MyCollectables
MyBelongings
Groups
Video Introduction to MyAssets
Watch to understand how MyAssets will put you back in control of your assets!
