Portfolio operations
- Create and manage multiple portfolios
- Set base currency for each portfolio
- Track buy, sell, transfer, deposit, and withdrawal transactions
- Review complete transaction history with filters
Multi-Asset Portfolio Intelligence
Track assets, portfolios, and valuation history
Track holdings, performance, and risk exposure in one elegant workspace built for long-term investors.
Early access requests are reviewed on a rolling basis.
Built for conviction, not noise
Unified portfolio intelligence
Follow portfolio valuation, holdings history, and gain/loss performance from a single source of truth.
Multi-currency precision
Evaluate assets and portfolios across currencies with consistent base-currency valuation and FX context.
Collaboration-ready workflows
Share portfolios with view or edit permissions and keep stakeholders aligned on the same reporting narrative.
Product vision
What you can do with InvAsset
From transaction capture to report-ready insights, every workflow is designed to improve decision quality.
Market and valuation coverage
- Track equities, funds, bonds, FX, commodities, crypto, and cash
- Access historical pricing and valuation trends
- Monitor realized and unrealized gains at portfolio and holding level
- Analyze allocation by asset type, currency, and market
Reporting and collaboration
- Generate portfolio and holding-level historical reports
- Share portfolios with permission-based access
- Export reports and data in practical formats
- Use watchlists and alerts to stay informed
Analytics preview
Sample analytics you can expect
Preview the reporting style used by InvAsset to turn portfolio records into practical decision support.
Illustrative sample portfolio data for product preview.
Portfolio value trend
12-month valuation view in portfolio base currency.
Sample valuation line
P01: $102,400 P12: $127,400 +
24.4%
Allocation mix
Current distribution across core asset classes.
Allocation by asset class
- Equities 46%
- ETFs 24%
- Bonds 14%
- Cash 9%
- Crypto 7%
Top holdings contribution
Relative impact of major positions on total portfolio outcome.
Contribution share by holding
Drawdown profile
Depth and recovery periods from prior portfolio peaks.
Sample drawdown curve
P07: -5.7% P12: -0.4%
Portfolio vs benchmark
Indexed comparison against a broad-market reference line.
Relative index performance
Sample portfolio Sample benchmark
Sample portfolio: 21.0% Sample benchmark: 11.0% Δ 10.0%
Monthly return heatmap
Month-by-month return intensity across the latest year.
Monthly return scale
▲ Apr 2.1% ▼ Jun -1.1%
Cashflow timeline
Sample capital in and out movement by reporting period.
Inflow and outflow by period
Inflow Outflow
Inflow: $25,600 Outflow: $11,970 Net: $13,630
Realized vs unrealized gains
Gain composition split between closed and open positions.
Gain composition by holding
Realized Unrealized
Realized: $7,300 Unrealized: $21,100
Early access
Request early access
Get product updates and be among the first investors invited to the new experience.