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AssetManager
AI Portfolio Intelligence
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Asset Manager – Quick Guide

Elite AI-Vision Tour ➤

Portfolio Intelligence

  • Track multiple asset categories in one place
  • Real-time portfolio distribution with charts
  • Performance tracking with detailed reports
  • Export your data anytime (Excel, PDF)

Planning & Organization

  • Add notes to every asset
  • Build and track your strategy
  • Stay organized with task lists
  • Built-in planning tools

Advanced Features

  • Live prices & profit/loss tracking
  • AI assistant for your portfolio
  • Market data & financial news
  • Multi-language & multi-currency support

User-Focused Service Approach

  • All data communication is protected with SSL encryption
  • Use the service anonymously with nickname and email
  • Permanently delete your account with a button without contacting support

Choose Your Plan

Free Pro Elite
10+ asset categories ✓✓✓
Institution Tracking ✓✓✓
Profit / Loss tracking (live price based) ✓✓✓
Debt + Liability Analysis (live price based) ✗✓✓
Financial Health Track (live price based) ✗✓✓
AI Assistant ✗ ✓ ✓
Market Data + Market News ✗✓✓
ARIA Terminal* ✗✗✓

You can change your plan anytime from account settings.
* : ARIA (AI Risk & Intelligence Analyst) is a Real-time portfolio intelligence terminal for Elite members.