Holistic Investment Portfolio Tracking
AssetsFlow is built to handle the complexity of modern portfolios, giving you the clarity you need to optimize your strategy and reach your financial goals.
Track Everything in One Place
From public equities and crypto to private deals, real estate, and collectibles. If you can own it, you can track it on AssetsFlow.
True Performance Analytics
Understand your real returns. Our powerful engine calculates time-weighted returns and IRR for all your assets, even illiquid ones.
Net Worth Analysis
Visualize your asset allocation, see your net worth grow over time, and identify diversification opportunities with our intuitive charts.
Get AI Insights
Leverage AI-powered analysis to get personalized insights, portfolio recommendations, and smart predictions for your investments.
Get a Clear Financial Picture in 3 Steps
Onboarding is simple, secure, and designed to get you tracking in minutes.
Create Your Account
A free and secure setup that takes less than 60 seconds. No credit card required.
Add Your Assets
Use our easy manual entry forms. Add stocks, properties, startup investments, and more.
Gain Total Clarity
Watch your dashboard come to life. Track your net worth and make data-driven decisions.
Pricing That Scales With You
Start for free and upgrade when you need more power. Simple and transparent.
Hobbyist
Perfect for getting started and tracking your core investments.
$0/month
- Up to 2 portfolios
- Track up to 20 assets
- Core Dashboard & Charts
- Automated Dividend Tracking
- 5 AI Portfolio Analyses / month
Pro Investor
For serious investors who demand unlimited tracking and advanced analytics.
$9/month
- Unlimited portfolios
- Unlimited assets
- AI Insights & Recommendations
- Unlimited AI Portfolio Analyses
- Excel Import
- Reports generation
- Priority Email Support
- Automated data entry