Get a complete picture of your investment portfolio. Connect accounts from 500+ institutions: Stock, Funds, Crypto and more. Track: ๐ฐ Balances ๐งบ Holdings ๐งฉ Asset allocations ๐ Change over time Secured by Plaid and Mastercard. For the web and iOS.
@gabe Thanks for giving us a try, Gabe! Are you logging into Coinbase or Coinbase Pro? Are you getting any error code? Feel free to reach out to katka@assetclass.app and I'll help debug ๐
What other blockchains do you have in mind? Outside Bitcoin and Ethereum, I'm personally keeping an eye on Solana โ๏ธ
@assetclass@katerina_opocenska When I click Coinbase (not Pro) the menu that pops up is blank. Restarting the app, and waiting doesn't work either.
Regarding other networks
- Polygon/Matic
- Enjin
- Avalanche
- Mana
- Constitution DOA
just to name a few
CoinTracker does a pretty good job at importing everything in your MetaMask wallet.
@assetclass@gabe Thank you for the list! Do you still experience the Coinbase issue? Couldn't reproduce and see many Coinbase connections working.
Also, do you use any other solution for your crypto integrations today?
Would love to chat more if you're down for it! => katka@assetclass.app
FYI: I signed up for your waitlist! Exciting!
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This is great, no more checking 10 or so apps individually, not to mention my "unified" views in spreadsheets ๐ Excited to see where this goes! ๐
@jkvk Thank you Jana! Spreadsheets have their place but nothing can beat the real-time updates and easy access on mobile. We're planning to add easy spreadsheet export if there's user interest!
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I just tried this out this morning and I love the UX. I'm especially fond of the ease to connect to different accounts. There are still some accounts that don't connect (I've had similar issues with Personal Capital/Mint connecting as well). I really like the crypto support which Personal Capital and Mint don't offer.
@brad_sickles Thank you Brad! We take crypto seriously and we'll keep adding more accounts - thank you for your separate note with details. Glad you like the UX!
Great product! Congratulations for the launch! ^_^ Sounds like it will help a lot in needed overviews! ^_^ If I understood well - it is like a wallet for any crypto currency, right? :))
Hi Product Hunt ๐
Weโre AssetClass and weโre excited to launch our investment tracker to provide you insight into and control over your portfolio.
๐คฏ The challenge
-----------------
Self-guided investors like us often have their assets allocated across 10+ financial accounts such as
- Retirement plans (401K, IRA)
- Brokerages (Fidelity, Schwab, Vanguard)
- Modern trading apps (Robinhood)
- Crypto platforms (Coinbase, Gemini) and wallets (Metamask)
- Cash / Bank accounts
Without a single unified view, it is hard to get an accurate picture of an entire portfolio, evaluate its performance, or understand overall exposures.
AssetClass is the solution. Track your balances over time, see holdings and allocations for each account, and view asset breakdown across your entire portfolio.
๐ฅ Whatโs next
---------------
While weโre launching as a modern and holistic portfolio tracker, our vision is much larger: To build a platform that supports self-guided investors in all aspects of their journey - from portfolio management, through discovery of new investment opportunities, to benchmarking and tax optimization.
We want everyone to be able to build wealth with confidence and ease without having to pay high management fees.
๐ Security and Privacy
-----------------------
Weโve partnered with Plaid and Mastercard (Finicity) to provide read-only access to your accounts. AssetClass has no access to your passwords. We donโt sell your data and internally we obfuscate user details such as emails and names to protect your privacy.
Weโre excited to hear your feedback!
Katka, Mike, Steve
Founders
โ๏ธ Email: hello@assetclass.app
๐ฌ Discord: https://discord.gg/A2Em8svf
๐ Blog: https://portfolios.substack.com/
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Love using AssetClass to finally see everything in one place! Also the crypto support is a game changer!! Excited to see what's next from the team ๐
@sonia_nigam Thank you Sonia! We are serious and excited about crypto -- and I promise we'll look into NFTs to support power users like you! ๐ฅ
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We need a great portfolio aggregator that helps with performance tracking and doesnโt force you into a convo with a RIA. Excited for the evolution of this app and ability to export
@apod_ Thank you Alana! Easy exports are definitely on the roadmap ๐ฃ . I am personally very excited about digging deeper into performance measurements and visualization. It's such a basic requirement but nobody is doing it well today! Thank you for your support so far - and looking forward to support Eve more going forward!
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