One view of the whole portfolio
Bring holdings, accounts, pricing, currencies, and performance context into a single, readable investment picture.
Private portfolio intelligence
Assetopia Inc
Intelligent portfolio software for investors who want a calmer, clearer way to understand wealth across accounts, markets, currencies, and decisions.
Portfolio OverviewLive
$2.48M
Risk, exposure, pricing, and allocation in one view
Largest exposureUS technology
Review flagGBP/USD drift
Next actionRebalance watchlist
Portfolio value$2.48M
Risk score72
FX impact+1.8%
The platform
Built for investors who want the full picture before they make the next move.
Risk that is easier to explain
Understand concentration, region, sector, currency, and fund look-through exposure without stitching together manual spreadsheets.
Decision support, not noise
Surface practical insights for rebalancing, diversification, broker activity, and portfolio review conversations.
How it works
From scattered portfolio data to a review-ready investment picture.
Assetopia is designed around the practical jobs investors return to: importing, reconciling, reviewing, comparing, and deciding what to do next.
Connect and consolidate
Start with imported portfolios and connected accounts, then normalize the data into a structure you can trust.
Analyze exposure
Review holdings through account, portfolio, security, currency, sector, region, and fund-transparency lenses.
Act with context
Use explainable recommendations, price history, order visibility, and scenario thinking to guide next steps.
Why Assetopia
Financial data should help decisions feel calmer, not noisier.
Assetopia is being designed around consolidated portfolio views, security master data, pricing history, broker connectivity, and explainable analytics. The goal is simple: fewer spreadsheets, fewer blind spots, and better investment conversations.
Who it is for
Serious investors, without the institutional clutter.
- Private investors managing multi-account wealth
- Families who want cleaner portfolio conversations
- Advisers and operators preparing investment reviews
- Builders who believe financial software should feel calmer
In progress
Core capabilities are being shaped into a focused platform.
Portfolio import and normalized holdingsMulti-currency valuation layersSecurity master and price historyBroker account connectivityOrder visibility and trading workflowsFund look-through analytics
Assetopia Inc