AssetLink
Institutional-grade portfolio management for individuals. Double-entry bookkeeping, stock vesting, and tax-optimized lot tracking — all encrypted, all local.
Download Free →Not a budget app. A financial engine.
Double-Entry Bookkeeping
Every financial event is recorded as a balanced pair of debits and credits — the same methodology used by professional accountants and financial institutions. AssetLink enforces this at the data level, ensuring your books are always accurate.
- ▸ Assets, Liabilities, Equity, Income & Expense accounts
- ▸ Automatic balance validation on every entry
- ▸ Journal, ledger, and trial balance views
- ▸ Reconciliation tools for bank accounts
Stock Vesting Tracker
Track RSU and stock option grants with full vesting schedule management. Visualize what's vested, what's pending, and the total value of your equity compensation across multiple grants and employers.
- ▸ RSU and Stock Option grant support
- ▸ Cliff, gradual, and custom vesting schedules
- ▸ Real-time vested value calculation
- ▸ Multiple concurrent grant tracking
FIFO / LIFO Lot Management
When you sell, the lot you choose determines your tax bill. AssetLink tracks every purchase lot and applies FIFO, LIFO, or specific-lot identification to minimize your capital gains exposure intelligently.
- ▸ FIFO, LIFO, and specific-lot identification
- ▸ Short vs. long-term capital gain classification
- ▸ Cost basis tracking across all positions
- ▸ Realized and unrealized gain/loss reporting
Available on Your Platform
No subscription. No account required. Just download and run.
Questions or found a bug?
Open a support ticket and we'll respond promptly. You can also read the full user guide in our documentation.