Private beta

All your investments, in one calm screen.

Assetky is a read-only dashboard for your portfolio, budget and savings. Import your broker's CSV or PDF, see real prices, total return and net worth, and track what you spend. No broker logins, no API keys.

Access is by invitation while we are in beta. If you are not on the list yet, the app will tell you so.

The Portfolio screen: investments value, total return, net worth and accounts

Built to be looked at, not operated

Read-only by design

You export a file from your broker and import it. Assetky never trades, never asks for credentials, and never touches your broker account.

Any broker, one place

CSV and PDF import with column mapping, duplicate detection and a preview before anything is saved. An optional AI helper suggests the columns for an unfamiliar export; you confirm every row.

Real prices, honest returns

Stocks, ETFs and crypto with current prices. Your return is measured against what you paid. When a price is out of date it says so instead of pretending.

Budget and savings

Income, subscriptions, everyday spending by your own categories, and savings accounts with interest after tax, all rolled into your net worth.

Many currencies

Holdings in euro, dollars, pounds or złoty, converted to the currency you think in using official daily rates.

Monthly history soon

A snapshot every month, so your net worth, income and expenses can be compared over time.

The Budget screen: monthly balance between income, subscriptions and spending, with spending by category
Budget: what comes in, what goes out, by month.
An instrument screen with price chart and your position
Instruments: price history and your position.

Your data stays yours

  • Stored in the European Union (Google Cloud, Warsaw).
  • Nothing is sold or used for advertising, and there are no trackers on this site.
  • An AI model sees your data only when you press the button, and then only column names and a few sample rows, with account numbers hidden.

Read the privacy notice