AscentPortfolio

What it does

Ditch the spreadsheets. Ascent Portfolio is a cloud-based dashboard designed for index investors. Track your net worth, visualize growth, and calculate rebalancing instantly across all devices. Simple, automated, and distraction-free.

AscentPortfolio is a professional asset management tool for portfolio tracking, asset allocation analysis, net worth management, and XIRR calculation. Built for index investors to simplify wealth management.

AscentPortfolio is an asset management tool built for index investors. Integrate investment accounting, historical performance tracking, and asset allocation analysis to make wealth management easier. More than just a tracker - it's your wealth command center. Say goodbye to complex spreadsheets. Start using a professional asset management tool designed for long-term compounding. Visualize portfolio weights across equities, bonds, and cash. Execute precise rebalancing to keep your risk profile on target. Move beyond simple tracking. Visualize your complete financial picture with dynamic charts for Net Worth, Income, and Cash Flow. Analyze performance over any custom time range to make…from ascentportfolio.com

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  Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).

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