Supervise Your Assets

The simple way to structure, consolidate and supervise your

(ex. Rolex Submariner, Real Estate X, Crypto Wallet Y or Equity Portfolio Bank Z)

Manifesto

The Problem

Supervising a wealth means taking ownership.

Whether you’re an employee, an entrepreneur, a finance professional, a student, a retiree, or simply someone who wants to bring structure to their financial life, one thing is clear: personal assets are more than just numbers on a statement.

Your wealth may include cash, financial investments, pension funds, real estate, private equity, insurance policies, watch collections, cars, art or collectibles, and even digital assets — all spread across banks, platforms, advisors, tools, and formats.

Managing this complexity demands structure and clarity. Yet, most people still rely on fragmented Excel files, scattered emails, or outdated statements — increasing the risk of loss, oversight, or inefficiency.

The Solution

AssetOwner.app offers a unified, structured, and secure space to take back full control over your wealth.

You can list, categorize, value, track, and monitor all your assets — from traditional investments and pension funds to private equity, real estate holdings, and personal collectibles.

You decide what matters, how it’s aggregated, and how it’s visualized. You can even securely share your asset overview with a trusted third party for succession planning or advisory purposes — always on your terms.

Everything runs locally in your browser. Your data never leaves your device. It’s encrypted, portable, and 100% yours.

No installations. No cloud. No data harvesting. Just full autonomy. We are the app. Built on a strict Privacy by Design approach.

Planning a significant project? Need to consolidate your financial footprint? Want to track and organize your wealth for yourself, your family, your advisor, or your clients?

AssetOwner.app brings clarity — so you can make confident decisions with full control and total privacy.

Because supervising a fortune starts with seeing it clearly.

Our value proposition

Bring order to complexity and enjoy true peace of mind. AssetOwner.app unifies everything in a secure, encrypted, and consolidated private dashboard — running 100% locally in your browser, with zero compromise on privacy.

Features	Demo version	Full access coming soon
Inventory, valuation and personalized tagging of your assets	✅	✅
Custom exposure analysis	✅	✅
Unlimited number of assets	❌	✅
Multi-currency assets	❌	✅
Advanced analyses (P&L, Currency Effect, Performance, Contribution)	❌	✅
Save and export your assets and consolidation	❌	✅
Import data / asset valuation directly from Excel	❌	✅
Secure encryption with private key (for backup or sharing with third party)	❌	✅
Online dashboard and custom consolidated reports	❌	✅

Frequently Asked Questions

Yes. You can track any item: real estate, investment portfolios, insurances, collectibles, digital assets, etc. Everything stays local and encrypted.

You can attach invoices, certificates, contracts, artwork, or even scans of notarized documents directly to each asset. They remain private and stored only on your device.

Yes. Use unlimited custom tags (e.g. "Bankable assets", "Family A", "Long-term", "Kids' assets") and filter or group your assets for personalized consolidation.

Yes. Everything runs locally in your browser. No data is uploaded or shared with us. For backups or sharing, you can export your assets fully encrypted with a private key.

Absolutely. Once loaded in your browser, it works fully offline. Your assets stays available even without an internet connection.

You can export your assets anytime as a secure .zip file. It includes all your assets and a private key for re-import. Just keep the key safe — we cannot recover it for you.

Yes. You can export and send your assets and consolidations to a trusted person. With the private key, they can open it securely, for estate planning, backup, or information purposes.

Definitely. AssetOwner.app helps you build a clear, structured and shareable list of your assets. It’s ideal for keeping your assets up to date for inheritance planning or succession purposes.

Unlike other tools, we don’t store your data, ever. Everything runs 100% client-side, locally, with no cloud and no tracking. You’re in full control, always.

About AssetOwner.app

Clarity and control over your personal assets should be accessible to everyone.

AssetOwner.app was born from a real-world frustration. There was no simple, private, and affordable way to organize and oversee personal assets, so a solution was created. What began as a response to a personal challenge has grown into a solution designed for a wide audience, helping everyone, not just the privileged few.

In a digital world full of complexity and fragmentation, we believe that asset supervision should be lightweight and under your sole control.

Our goal is to align with the Sustainable Development Goals set by the United Nations.

SDG 9 – Innovation & Infrastructure: Fully offline and privacy-first digital tool.

SDG 10 – Reduced Inequalities: Equal access to smart digital wealth tools for all.

SDG 16 – Peace & Strong Institutions: Strengthening individual digital rights and freedoms.

Want to (re)take control of your assets or ask us anything? Drop us a line → [protected]

AssetOwner.app is proudly engineered, designed, and operated in Switzerland, the land where chocolate melts, watches tick, and high finance thrives 🇨🇭