Getting Started

Getting Started with Assero

Create your account, set your goals, and take your first steps.

Create your account

Sign up with your email address and verify it when prompted. This unlocks your dashboard and secure data storage.

Add your monthly income, recurring expenses, and a first portfolio snapshot so Assero can calculate your health scores.

Use the guided tours in Budget and Portfolio to learn where to add data and how to interpret the metrics.

Budget Overview

Understand your budget dashboard and the key metrics shown.

Portfolio Overview

Track your net worth, snapshots, and account performance.