Track Every Asset You Own

AssetMind is built to help you record personal assets. Track funds, precious metals, and account balances — all in one place.

Dashboard overview: asset allocation chart and total value card

All Your Assets, at a Glance

Whether it's funds, precious metals, bank accounts, or credit cards, AssetMind brings all your scattered assets into one dashboard — giving you a clear view of total value and distribution.

Asset list with price changes

Real-Time Prices, Always Fresh

Automatically syncs fund and precious metal prices, refreshed each trading day. Say goodbye to manual lookups — your portfolio value is always up to date.

Tag filtering and custom perspective switcher

Organize Assets Your Way

Use custom tags to group assets and build your own views — by sector, risk level, or account type. Understand your holdings from any angle.

Transaction history and P&L chart

Every Trade, Crystal Clear

Log buy and sell transactions and automatically calculate unrealized and realized gains. See what's performing and what needs attention.

Statement import flow

Import Broker Statements in Seconds

Import broker statement files directly — no manual data entry required. Transaction history and holdings are organized automatically, saving you time.

Account page showing local data mode

Your Data, Yours Alone

AssetMind stores your investment data locally, with no need to upload to any server. Full control over your financial privacy.

Ready to get started?

Use AssetMind for free and make asset tracking effortless.

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