Asthi

The product is a portfolio intelligence platform that consolidates net worth, holdings across stocks, real estate, cash, metals and crypto, and market context into one dashboard to track what is owned and what changed. It is for individual investors and consumers managing personal portfolios who need to connect positions to market developments and fundamentals. It is delivered as SaaS with a free tier for manual tracking and research digests and a paid tier that adds custom reports and optional Plaid-based sync for up to three brokerage or retirement institutions.

Key features

• Net worth dashboard
• Manual assets and holdings tracking
• Brokerage and retirement account sync via Plaid
• Holdings quantities and institution-reported values
• Stock and ticker search
• Fundamentals, valuation and profitability views
• Financial health metrics
• Daily market digests by theme
• Portfolio news linked to holdings
• Custom reports
• Ticker and theme watchlists
• Public research briefs