AssetFlow¶
A macOS app for snapshot-based portfolio management and asset allocation tracking.
AssetFlow helps you take control of your investments by recording portfolio snapshots over time. Instead of syncing with brokerage accounts, you capture the state of your portfolio whenever you choose — giving you a clear, private picture of how your assets are allocated and how they grow. Everything stays on your Mac, with no cloud accounts required.
Feature Highlights¶
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Snapshot-Based Tracking
Record your portfolio's state at any point in time. Compare snapshots to see how your holdings change across weeks, months, or years.
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Multi-Currency Support
Track assets in multiple currencies with automatic exchange rate fetching. All values convert to your base currency for a unified view.
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Category & Target Allocation
Organize assets into categories like Equities, Bonds, and Cash. Set target allocation percentages to define your ideal portfolio.
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Rebalancing Calculator
See exactly what to buy or sell to reach your target allocation. Take the guesswork out of portfolio rebalancing.
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CSV Import
Bulk import assets and cash flows from spreadsheets. Get up and running quickly with data you already have.
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Performance Metrics
Track growth rate, Modified Dietz return, time-weighted return (TWR), and compound annual growth rate (CAGR).
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Charts & Visualizations
Interactive pie charts for allocation breakdowns and line charts for portfolio value over time.
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Security
Optional app lock with Touch ID, Apple Watch, or password. Your financial data stays private.
Get Started¶
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User Guide
Learn how to use AssetFlow — from first launch to advanced features.