Trident Asset ViewYOUR ASSETS. ONE PERSPECTIVE.
Your investments don’t live in one place.
Your understanding of them should.
Bring stocks, crypto, wallets and connected accounts into a clear view of what you own—and explore the markets around them.
One free account. A wider perspective.
+$4,218.36 portfolio value change
THE TRIDENT ASSET VIEW PLATFORM
From the details of a position to the shape of your portfolio, keep your investment research in context.
See your holdings, account balances and portfolio value together. Focus on one account or see all your included accounts.
Explore allocation, position weights and portfolio value history. Understand where your exposure sits.
Explore price charts, technical indicators, market news and watchlists alongside the assets you follow.
CONNECTED, ON YOUR TERMS
Connect supported brokerages through SnapTrade when enabled, link supported crypto exchanges with read-only credentials, or track public wallet addresses. Add holdings manually whenever you need to.
Connection availability depends on the provider, account and configuration. Data may be delayed or incomplete. Trident Asset View is a portfolio tracking and research tool, not a trading service.
Choose supported connections or enter your positions.
Review imported holdings and choose what to include.
Move between account details, allocation and research.
A SIMPLE START
There’s one account level for now. Explore Trident Asset View and build your portfolio view.
Features and connection availability may evolve.
A LITTLE MORE CLARITY.