Assetly

Track Your Wealth.
Master Your Portfolio.

Track stocks, crypto, gold, property, and cash in one place. Connect Trading 212, Interactive Brokers, Coinbase, Kraken, and crypto wallets for automatic updates, live prices, smart analytics, and intelligent alerts.

Download on the App Store

Auto-syncs with

Trading 212 Trading 212 Interactive Brokers Interactive Brokers Coinbase Coinbase Kraken Kraken Bitcoin & crypto wallets

Read-only API keys, stored in your iPhone's Keychain. No aggregators, no middlemen — and CSV or Excel import for every other broker.

Experience Assetly

Beautiful design meets powerful analytics. Track your entire portfolio in one elegant interface.

Portfolio Overview

All your investments in one place with live prices and performance tracking

Growth & Analysis

Interactive charts and performance insights across your entire portfolio

Smart Watchlist

Discover undervalued stocks and track your favourites with curated lists

Auto-Sync

Connect your broker once — positions, cash and dividends stay in sync automatically. Or import any broker via CSV and Excel.

Everything You Need to Track Wealth

Broker Auto-Sync

Connect Trading 212, Interactive Brokers, Coinbase or Kraken with a read-only API key. Positions, cash and dividends import in seconds and stay in sync automatically — no manual updates, ever.

Crypto Wallet Tracking

Track cold storage the safe way: paste a Bitcoin address or xpub, or an Ethereum or Solana address, and balances update straight from the blockchain. Watch-only — your keys never leave your wallet.

Multiple Portfolios

Create and manage multiple portfolios for stocks, crypto, gold, cash, and property—all with live prices in one unified view. Any broker without auto-sync imports in seconds via CSV or Excel.

Growth Charts

Visualise your portfolio's performance over time with interactive growth charts. See gains, losses, and trends across all your assets at a glance.

Smart Watchlist

Discover high-scoring stocks, track market movers, and monitor your favorites with intelligent categorization and real-time updates.

Price Alerts

Set intelligent alerts for price targets, percentage changes, or absolute movements. Get notified when your investments hit key levels.

Dividend Tracking

Monitor dividend income across your holdings. Trading 212 dividends import automatically; others via CSV. View annual totals and keep a clear picture of your passive income streams.

Multi-Currency

Track assets in USD, GBP, EUR, AUD, AED, or SAR with automatic conversion. Perfect for international investors managing global portfolios.

Built for Serious Investors

6+
Asset Types Supported
11
Supported Brokers
24/7
Real-Time Price Updates
Unlimited Assets

📡 Data Sources & Technology

Market Data Providers

Assetly aggregates financial data from multiple sources including Finnhub and other reputable financial data providers. We use industry-standard APIs to deliver accurate market information for stocks, cryptocurrencies, and commodities.

Real-Time Updates

Stock and cryptocurrency prices update in real-time via WebSocket connections. Market data is refreshed continuously during market hours to provide you with current information for informed decision-making.

Data Accuracy

While we strive for accuracy, market data may vary slightly between different sources due to timing, data provider updates, and calculation methodologies. Small variations (typically 1-3%) are normal across financial platforms. We display the most recent data available from our providers.

Important Information

Not Financial Advice

Assetly is a portfolio tracking and analysis tool for informational and educational purposes only. Nothing in this app constitutes financial, investment, legal, or tax advice. You should consult with qualified professionals before making any investment decisions.

  • No Recommendations: We do not provide investment recommendations or endorse any particular securities.
  • Do Your Research: All investment decisions should be based on your own research, risk tolerance, and financial situation.
  • Past Performance: Historical data and analysis do not guarantee future results.

Data Accuracy & Sources

Market data is aggregated from multiple third-party financial data providers. While we make every effort to ensure accuracy:

  • Variations Normal: Data may differ slightly from other sources (typically within 1-3%).
  • No Guarantees: We do not guarantee the accuracy, completeness, or timeliness of any data.
  • Informational Only: Use data for reference purposes; verify critical information independently.
  • Provider Updates: Data accuracy depends on third-party provider update frequencies.

Investment Risks

All investments carry risk, including the potential loss of principal. Before investing, consider:

  • Market Volatility: Asset prices can fluctuate significantly and rapidly.
  • Loss of Capital: You may lose some or all of your invested capital.
  • Diversification: Don't rely solely on app-generated analysis for investment decisions.
  • Professional Advice: Consult a qualified financial advisor for personalized guidance.

📊 About Our Analytics

Portfolio growth charts and performance analytics are educational tools to help you understand your investment history. These features are not predictive models and should not be your sole basis for investment decisions. Always conduct comprehensive research and due diligence.

Ready to Master Your Portfolio?

Join thousands of investors tracking their wealth with Assetly. Free to download, premium features available.

Download on the App Store

Support

Having trouble with Assetly or have a question? We're here to help. Reach out and we'll get back to you as soon as possible.

imran@nuage-digital.com
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Broker Connections

Issues importing from Trading 212, HL, or other brokers.

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Prices & Data

Questions about real-time prices, FX rates, or data sources.

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Account & Sign In

Help with Apple ID, Google sign-in, or account access.