Portfolio

Portfolio Health Explained

How Assero calculates and improves your portfolio health score.

Data completeness

Add allocations, deposits, and goals to increase data completeness and accuracy.

Allocate your assets so the model can compare risk to your targets.

Regular contributions improve your behavioural and contribution scores.

Portfolio Overview

Track your net worth, snapshots, and account performance.

Portfolio Settings

Manage accounts, account types, and linked expenses.