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.)