AssetList
A portfolio viewer that lives in your own browser. One page for the value and daily change of everything you hold — US and Canadian stocks, CDRs, ETFs, mutual funds, cash and crypto — in the currency you choose (USD, CAD, CNY, JPY, EUR).
Why people use it
- No account, no server, no tracking. Holdings, costs and API keys stay in this browser. AssetList has no backend and no analytics; quote and AI requests go straight from your browser to providers you chose, and every request can be checked in the browser's network panel.
- Deliberately simple. A ledger that shows what you own and what it is worth today. No trading, no brokerage linking, no feature creep; a chart is one click away on TradingView or Google Finance.
- Ask the experts. Eight AI investment styles — Moat Value, Macro Cycle Allocation, Liquidity-Driven Macro, Growth at a Reasonable Price, Cycle-Aware Risk Control, Quantitative Value & Special Situations, Absolute-Return Deep Value, Growth Momentum Breakout — analyse your holdings independently, then debate each other. They run on your own OpenAI, Anthropic or Google API key, so the conversation is between you and the provider you already pay.
- Reports on demand. Pre-market brief, post-market recap, portfolio check-up and stress test, generated in the app or copied as a ready prompt into your own ChatGPT, Claude or Gemini.
- Free, with your own keys. Quotes work with no key at all (about 15 minutes delayed); a free Finnhub key adds real-time US quotes. The only costs are on your own accounts with data vendors and LLM providers.
AssetList 是一个放在你自己浏览器里的个人资产账本:一个页面看全部持仓的价值与涨跌——美股、加股与 CDR、ETF、共同基金、现金、数字货币——按你选的货币折算。没有服务器,没有账号,不采集任何用户数据,持仓、成本与 Key 只保存在本浏览器。八种投资风格的 AI(护城河价值、宏观周期配置、流动性宏观交易、合理价格成长、周期与风险控制、量化价值与特殊事件、绝对回报深度价值、成长动量突破)各自独立分析你的持仓,再互相辩论;前瞻日报、收盘日报、持仓体检、压力测试按需生成,或复制提示词到你自己的 ChatGPT / Claude / Gemini。免费使用,自带 API Key。
AssetList needs JavaScript to run. Read About AssetList: why it exists, how its privacy follows from having no server, what it costs (nothing), and its disclaimer and terms of use.