Features / Investments
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Monitor all your investments at one single place. View detailed insights about your portfolio and performance.
All accounts at one place
Effortlessly bring all your accounts at one place by connecting to your financial institution.
Supported account types include brokerage, 401K, IRA and many more.
Over 20,000 financial institutions are supported worldwide including Vanguard, Fidelity, Charles Schwab and many more.
Monitor your investments
View detailed insights about your investments:
Holdings: List of your investments showing various details like price, quantity, cost basis, etc.
Performance: Gain/loss of your investments in any given time period.
Allocation: Breakdown of your investments by the type of holding (stocks, bonds, cash, etc.)
ALL YOUR ACCOUNTS AT ONE PLACE
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