A holistic tracking & insights application for retail investors


AssetClass is a combination portfolio tracker and insight tool assisting modern self-guided investors in managing their investment portfolios. It help users connect all their existing accounts (401Ks, bank accounts, brokerages and crypto apps) in one place. 

This platform allows investors to keep track of all of their investments across several platforms, including banks and brokerages, using a unique user interface to provide actionable insights into their financial situation. 

They securely support 500+ financial institutions using Plaid and integrate all major crypto apps directly. Users can get detailed information on each of their investments, as well as gain access to the latest insights from fellow investors – all directly within the AssetClass app.

Using this platform, users can obtain additional information by engaging in information sharing with other users (which is particularly beneficial for beginners) on trends they have discovered through their own portfolios.