Who is InvAsset designed for?
InvAsset is designed for retail investors who want portfolio clarity without giving up analytical depth.
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Frequently asked questions
Direct answers on security, pricing approach, data reliability, and the waitlist process.
Can I manage multiple portfolios?
Yes. You can track multiple portfolios and view each with its own base currency and complete transaction history.
What asset classes are supported?
InvAsset supports equities, funds, bonds, commodities, currencies, crypto, cash, and selected alternative assets.
How does collaboration work?
Portfolio owners can share access with view-only or edit permissions and update member access at any time.
Can I analyze historical performance?
Yes. You can review portfolio and holding-level historical valuation with custom date ranges.
Do you support reporting?
Yes. Reporting includes summary, valuation history, allocation, performance, gain/loss, transaction, and cash-flow views.
How is access secured?
Authentication uses trusted providers, and account access is scoped by user-level permissions.
What happens after I join the waitlist?
You receive progress updates and an invitation when your access batch is opened.
Request early access
Get product updates and be among the first investors invited to the new experience.