Overview
Asset Quadrant is a unified dashboard that aggregates stocks, ETFs, crypto, and precious metals across all your trading accounts into one clean view. It tracks your real net worth, P&L, and allocation with live prices. The platform also includes an AI portfolio digest that explains market movements in plain language and supports follow-up questions. It is currently in BETA and available via Google sign-in.
Application scenarios
Personal portfolio tracking
Monitor all your investments—stocks, ETFs, crypto, and precious metals—from multiple brokers in a single dashboard.
Net worth calculation
See your real net worth updated with live prices across all asset classes.
Cost basis and P&L analysis
Track transactions, realized versus unrealized gains, and day change for each holding.
AI-driven market insights
Get a plain-language read on what moved in your portfolio and why, with the ability to ask follow-up questions.
Bulk import of holdings
Add holdings individually or import them in bulk to quickly set up your portfolio.
Multi-account aggregation
Combine data from every trading account you use, eliminating the need to log into separate broker portals.
Core features
Unified dashboard
View stocks, ETFs, crypto, and precious metals from all your brokers in one net-worth dashboard.
Real cost basis and P&L
Track transactions, realized versus unrealized gains, day change, and allocation with live prices.
AI portfolio digest
Receive a plain-language summary of what moved in your portfolio and why, with the ability to ask follow-up questions.
Bulk import
Add holdings by bulk-importing data from your trading accounts.
Live price updates
See your portfolio value and P&L updated with live market prices.
Cross-asset aggregation
Combine stocks, ETFs, crypto, and precious metals—all in one view.
Continuous AI improvements
The AI digest gets smarter with every release, with new insights shipped regularly.
Unified dashboard View stocks, ETFs, crypto, and precious metals from all your b
Unified dashboard View stocks, ETFs, crypto, and precious metals from all your brokers in one net-worth dashboard.
Target users
Individual investors and traders who manage portfolios across multiple brokers and asset classes—including stocks, ETFs, crypto, and precious metals. It suits anyone who wants a single, clean dashboard to track their net worth, cost basis, and P&L without switching between accounts. The AI digest is particularly useful for users who want quick, plain-language explanations of portfolio movements.
How to use
Sign in with your Google account at the official site. Once logged in, add your holdings individually or bulk-import them from your trading accounts. The dashboard will aggregate your stocks, ETFs, crypto, and precious metals into one view with live prices, cost basis, and P&L. You can then use the AI digest to get a plain-language read on what moved and ask follow-up questions. The platform is currently in BETA, so expect ongoing improvements with each release.
Effect review
Asset Quadrant delivers on its core promise: a clean, unified dashboard for tracking multiple asset classes across different accounts. The AI digest feature adds practical value by explaining portfolio movements in plain language, and the commitment to shipping smarter insights with each release suggests ongoing improvement. For investors tired of logging into separate broker portals, this tool provides a straightforward solution for net worth tracking, cost basis, and P&L monitoring. However, since it is still in BETA, users should expect occasional refinements and potential feature additions. The lack of pricing information means you will need to check the site directly for any future subscription or free tier options.
Frequently asked questions
What types of assets can I track with Asset Quadrant?
You can track stocks, ETFs, crypto, and precious metals.
Does Asset Quadrant aggregate data from multiple trading accounts?
Yes, it unifies all your trading accounts into one clean dashboard.
Is Asset Quadrant free to use?
Pricing details are not specified; please check SolarDev's official site for current plans.
Can I view my portfolio performance in real-time?
Yes, the dashboard provides real-time tracking for supported assets.
Does Asset Quadrant support manual entry or only API connections?
It likely supports API connections to trading accounts, but manual entry may also be available.
Is my financial data secure with Asset Quadrant?
Security measures are not detailed; it's best to review SolarDev's privacy policy for specifics.
Launch URL
https://asset-quadrant.solardev.online/Tags
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