Centralized multi-broker management
Combine holdings, cash balances, and account values from every broker to understand your asset allocation at a glance.
Free portfolio tracker
Your US stocks & crypto.
Your US stocks & crypto.
One clear portfolio.
Track US stocks and cryptocurrency for free across brokers and currencies. Bring holdings, cash, and transactions together, then connect ChatGPT to explore your portfolio structure.
Multiple brokersCentralized accounts
Multiple currenciesOriginal cash amounts
Cross-marketOne portfolio view
Universal PWAComputer · Phone · Tablet
Your assets, no longer scattered
Turn complex accounts into one clear picture
Track US stocks and cryptocurrency across brokers, with cash in its original currency. Your portfolio is available in the browser and as an installed PWA.
Multi-currency asset view
Keep cash in its original currency while viewing total portfolio value and account composition in your chosen reporting currency.
Cross-market portfolio analysis
Review US stock and cryptocurrency holdings by market, sector, and broker to understand the true composition of your portfolio faster.
ChatGPT & AI
Give your AI the portfolio context.
Connect the AssetRise ChatGPT plugin or a compatible MCP client. With your authorization, the model can read your holdings and help explain how your portfolio is put together.
See the whole picture
Ask the model to group holdings across accounts by asset, market, or currency.
Explore concentration
Discuss large positions and overlapping holdings across different brokers.
Ask better questions
Use your actual holdings as context for a more specific portfolio review.
Try asking your AIAssetRise + AI
Analyze my holdings by market and currency. Where is the portfolio concentrated?
Which positions overlap across my brokerage accounts? Summarize my portfolio structure.Connect ChatGPT or another AI client
Connect ChatGPT or another AI client
- Enable the AssetRise plugin in a supported client, or add the MCP address below as a custom connection.
- Sign in to AssetRise and review the permissions you authorize.
- Ask the model to read your holdings and analyze their structure.
Available tools and connection options depend on the AI client and your granted permissions.
Universal app
One app. Every screen.
Open AssetRise in your browser, or install the PWA on your computer, phone, or tablet. Your holdings, cash, and transactions stay with the same account.
PWA
AssetRise PWA
A universal portfolio app, with no separate desktop installer. Open the web app to get started.
Computer
In a supported browser, open AssetRise and choose Install app from the address bar or browser menu.
iPhone & iPad
Open AssetRise in Safari, tap Share, then Add to Home Screen.
Android
Open AssetRise in Chrome and choose Install app or Add to Home screen from the menu.
Installation options depend on your browser and device. You can always use the web app directly.