MoneyView - My Asset Report is an asset management app that allows you to organize multiple accounts and assets in one place and view asset trends in report form.
You can register domestic stocks, US stocks, cash equivalents, and more, and check your asset status by account or by user.
The integrated asset feature allows you to view the asset status of multiple users at once.
You can easily track how your assets are changing through data on asset valuation, profit/loss, weighting, and trends.
Try managing your portfolio by designating stock groups.
You can track monthly asset changes through records of end-of-month, beginning-of-month, deposits/withdrawals, and dividends.
You can export your assets via Google Sheets integration.
You can share your asset status by exporting to all users or by user. Key Features
- Asset management by account
- Asset management by user
- View integrated assets
- Check holdings valuation and profit/loss
- Check asset weighting
- Asset trend chart by period
- Backup and import
- Supports Google Sheets integration
MoneyView organizes complex asset information for easy viewing and helps you consistently monitor your asset flow.