Centralized multi-broker management
Combine holdings, cash balances, and account values from every broker to understand your asset allocation at a glance.
Bring US stock and cryptocurrency accounts across brokers and currencies together. See holdings, cash in its original currency, and transactions in the browser or on your desktop.
Every currency, market, and brokerage account stays traceable. Open the same portfolio in the browser or in the desktop app.
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 US stock and cryptocurrency holdings by market, sector, and broker to understand the true composition of your portfolio faster.
Open the web app, or install AssetRise on macOS and Windows. Holdings, cash, and transactions stay in one portfolio.
Any modern browser
Use AssetRise at web.appbag.io. Install it as an app on your phone or computer and keep the same portfolio.
Version 1.5.0 · Apple Silicon and Intel
Download the ZIP, extract it, then drag AssetRise into your Applications folder.
Version 1.5.0 · 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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