Everything an Index Investor Needs
Say goodbye to complex spreadsheets. Start using a professional asset management tool designed for long-term compounding.
Smart Asset Allocation
Visualize portfolio weights across equities, bonds, and cash. Execute precise rebalancing to keep your risk profile on target.
Investment Accounting & XIRR
Visualize your historical growth. Track 'Net Principal' vs 'Market Gains' over time, with XIRR reflecting true long-term performance.
Global Markets & Currency
Seamless support for US & Global markets. Automatic currency conversion gives you a unified view of your cross-border assets.
The Power of Compounding
We believe in low-cost, broad-market index funds. We believe that time in the market beats timing the market.
AscentPortfolio is designed for patient accumulators, focusing on asset allocation and compound growth, building generational wealth one transaction at a time.
Compound Interest Magic
See how small, consistent actions create massive results.
* 7% is the historical inflation-adjusted return of US Stock Market