Do I need to connect a brokerage account?

No brokerage login credentials are required. Users maintain their own holdings and related portfolio information.

Do I need to log every trade?

No. You can update holdings and cash flows from your own records, then review changes in net worth and allocation without entering every trade.

What does the dashboard show?

The home screen shows total net worth, daily and annual P&L, holdings, cash levels and sector allocation. The site also lists position revenue, institutional-flow information, real-time announcements and ETF constituent breakdowns.

How do I get started with AssetMetra?

Sign in with Google and create or update your portfolio using your own records of holdings, account balances and cash flows.

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Q: Does AssetMetra provide investment advice?

No. The official website describes AssetMetra as an investment-recording tool, not investment advice. Demonstration data does not represent real holdings or performance.

Track portfolio positions, cash flows and net worth with daily snapshots. See allocation and long-term changes without logging each trade; you maintain the data yourself.

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Overview

AssetMetra is a net-worth dashboard for investors who want a clear view of positions, allocation and portfolio changes—not just daily price moves.

Portfolio overview

The home screen brings together total net worth, daily and annual P&L, holdings, cash levels and sector allocation, with daily snapshots to show the longer-term trajectory. Update your holdings and cash flows from your own records instead of logging every trade.

Holdings and market context

The official site lists position revenue, institutional-flow information, real-time announcements, ETF constituent breakdowns and market-sector strength views.

Getting started and data

Sign in with a Google account and maintain your own portfolio information. The site says brokerage credentials are not required. Continue across desktop, tablet and mobile.

Pricing and disclaimer

The website offers a free start. AssetMetra is an investment-recording tool, not investment advice; demonstration data does not represent real holdings or performance.