Centralized multi-broker management
Combine holdings, cash balances, and account values from every broker to understand your asset allocation at a glance.
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Bring accounts across markets, currencies, and brokers together. See holdings, cash in its original currency, and transactions in one clear view.
More than a pile of numbers: every currency, market, and brokerage account stays traceable and easy to understand.
Combine holdings, cash balances, and account values from every broker to understand your asset allocation at a glance.
Keep cash in its original currency while viewing total portfolio value and account composition in your chosen reporting currency.
Review holdings by market, industry, and broker to understand the true composition of your portfolio faster.
Choose the version for your system. Your asset data is clearly presented in the desktop app.
Version 1.4.1 · Apple Silicon and Intel
Download the ZIP, extract it, then drag AssetRise into your Applications folder.
Download for macOSVersion 1.4.0 · Windows 10 / 11
Install from Microsoft Store or download the offline MSI installer in a ZIP file.
This package is not notarized with a Developer ID. After extracting it and moving it to Applications, right-click the app in Finder and choose Open.
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