Asset Quadrant

Target users

Individual investors and traders who manage portfolios across multiple brokers and asset classes—including stocks, ETFs, crypto, and precious metals. It suits anyone who wants a single, clean dashboard to track their net worth, cost basis, and P&L without switching between accounts. The AI digest is particularly useful for users who want quick, plain-language explanations of portfolio movements.

How to use Asset Quadrant?

Sign in with your Google account at the official site. Once logged in, add your holdings individually or bulk-import them from your trading accounts. The dashboard will aggregate your stocks, ETFs, crypto, and precious metals into one view with live prices, cost basis, and P&L. You can then use the AI digest to get a plain-language read on what moved and ask follow-up questions. The platform is currently in BETA, so expect ongoing improvements with each release.

Pricing and free trial

The website text does not mention any pricing or free trial details. Pricing information is not available from the provided content.

Effect review

Asset Quadrant delivers on its core promise: a clean, unified dashboard for tracking multiple asset classes across different accounts. The AI digest feature adds practical value by explaining portfolio movements in plain language, and the commitment to shipping smarter insights with each release suggests ongoing improvement. For investors tired of logging into separate broker portals, this tool provides a straightforward solution for net worth tracking, cost basis, and P&L monitoring. However, since it is still in BETA, users should expect occasional refinements and potential feature additions. The lack of pricing information means you will need to check the site directly for any future subscription or free tier options.