Investment tracker and insights platform

Connect your existing investment and crypto accounts in one place and never miss anything important.

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Designed for the modern investor

With money spread across multiple accounts, it's hard to see your actual performance, risk, and new opportunities across your entire portfolio.

Holistic portfolio insights

AssetClass works with the accounts you already have, supporting 500 institutions and apps.


Comprehensive and organized

View your balances, holdings, and allocations for each account and for your entire portfolio.

Real-time data

Stay fresh and see the value of your stocks and crypto as they change in real-time.

Unique insights

Understand exposure across your entire portfolio. Get notified about relevant changes.

Stay in the know, effortlessly

We’ll help you make sense of the latest changes.


Personalized updates

See the biggest changes across your entire portfolio every time you come back.

Up-to-date prices

Accuracy matters! Get valuation of your holdings with real-time price updates for stocks and crypto.

An app you can trust

Built by a team of passionate retail investors and experienced engineers.


World-class security

Secure interface powered by Finicity (by Mastercard) and Plaid. We never see your passwords. Learn more.

No gimmicks or catches

We are committed to protecting your personal information. We don’t sell your data.

Here for you

Our team is here to answer questions, accept feedback, and fix things when they don't look right, anytime.
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See full investment portfolios of other real investors on our AssetClass Portfolios blog.

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