Portfolio
Your entire wealth, in one dashboard
See live valuations, P&L, asset allocation and tax reports across every account — no spreadsheets required.
Total Portfolio Value
$80,150
+$1,289
today (+1.62%)
Allocation
-
US Equity58%
-
Mutual Funds24%
-
Bonds12%
-
Cash6%
Holdings
| Asset | Type | Value | 1Y Change | |
|---|---|---|---|---|
| Vanguard S&P 500 | Mutual Fund | $24,800 | 12.4% | |
| Apple Inc. | Stock | $18,420 | 8.1% | |
| NVIDIA Corp. | Stock | $15,630 | 21.7% | |
| iShares Core Bond ETF | ETF | $9,200 | -1.2% | |
| T. Rowe Price Blue Chip | Mutual Fund | $12,100 | 15.9% |
Everything your portfolio needs
Multi-account tracking
Link brokerage, retirement and bank accounts for a single unified view.
Auto-rebalancing
Keep your target allocation with quarterly one-click rebalance.
Tax reports
1099 downloads, wash-sale flagging and realised P&L, ready by January.
Ready to grow your wealth?
Open your free AssetNiles account in under 3 minutes. No paperwork, no minimums.