Real Estate
Properties, purchase costs, valuations, income, expenses, liabilities and ownership.
Ownership, organized
Know What
You Own.
Assetzyx gives you one place to track, value, and manage the assets that matter to you — from real estate and investments to gold, vehicles, watches, businesses, and more.
One secure record for your assets, their value and their history.
Portfolio overview
Illustrative sample data
Total assets
$2.48M
Net equity
$1.92M
Gain / loss
+$184K
Real Estate42%
Investments24%
Bank & Cash18%
Other Assets16%
A complete record
Your assets deserve more than a spreadsheet.
Assetzyx brings asset information, valuations, transactions, ownership, documents, income, expenses and history together in one organized system.
History stays intact
Keep a chronological record instead of overwriting the past.
Access stays intentional
Use organization roles to control who can view and manage information.
What you can track
One place for the assets that shape your world.
Organize very different kinds of ownership without forcing everything into the same template.
Bank & Cash
Balances and cash holdings with currency, as-of dates and account references.
Gold & Precious Metals
Holdings, weight, purity, acquisition cost and recorded market value.
Investments
Securities, quantities, acquisition details, valuations and transaction history.
Vehicles
Purchase information, mileage, estimated value, documents and ownership.
Watches & Jewelry
Purchase details, condition, documentation, appraisals and valuations.
Businesses
Business interests, ownership stakes, value history and supporting records.
Collectibles & Other
Art, collections and custom assets with the details that matter to you.
How it works
A clear path from records to understanding.
01
Add
Add the assets you own.
02
Track
Keep valuations, transactions, documents, income, expenses and ownership history organized.
03
Understand
See portfolio value, equity, gain or loss and asset history in one dashboard.
Valuation history
See how your assets change over time.
Assetzyx keeps historical valuations instead of simply replacing yesterday's number. See where an asset started, how its value changed, and what it is worth today.
Valuations may be estimates, owner-entered, appraised, calculated or supplied by third parties. Source and date remain visible.
Value over time
Illustrative sample data
AcquisitionLatest valuation
Asset timeline
Know the story behind every asset.
Assetzyx is more than a net-worth total. It gives every asset a record of the events and documents that shaped it.
- Purchases
- Valuations
- Income
- Expenses
- Transfers
- Ownership changes
- Liabilities
- Documents
- Sales
For professional asset managers
Manage assets for clients with clarity.
Support authorized professional managers who need a consistent view across multiple client portfolios while preserving organization-level boundaries.
Explore Asset ManagementClient portfolios
Asset management
Portfolio values
Asset allocation
Valuation history
Activity
Reports
Role-based access
Organization-level isolation
Built with privacy and security in mind.
Assetzyx is designed to help you organize your financial and personal assets without turning your information into a public record.
Your information belongs to you. Assetzyx is built to help you manage it — not expose it.
View Privacy PolicyPrivate by design
Your asset information is accessible only to authorized users.
Protected data
Information is protected using industry-standard security measures, including encryption in transit and at rest.
Access controls
Permissions help ensure that people can access only the information they are authorized to see.
Separate portfolios
Your information is logically isolated from other users and organizations.
Private documents
Documents and sensitive records are stored in protected, non-public storage.
Activity history
Important account and asset activity can be recorded for accountability.
Data minimization
We avoid storing sensitive information when it isn't necessary, including full bank account numbers.
Secure integrations
Credentials used for connected services are protected and kept away from the customer-facing application.
Product preview
A complete picture, without the noise.
See values, equity, allocation and activity while keeping the underlying asset history close at hand.
Portfolio dashboard
Illustrative sample dataTotal assets
$2.48M
Net equity
$1.92M
Gain / loss
+$184K
Value over time
Recent activity
Property valuation added
Sample event 1
Vehicle document uploaded
Sample event 2
Gold purchase recorded
Sample event 3
Pricing
Start building your asset record.
Pricing details are being finalized. You can create an account now to start organizing the assets you own.
Get StartedYour complete picture
Everything you own. One place.
Start building your complete picture of what you own and what it's worth.
Create Your Assetzyx Account