Investments

Monitor Your Entire Investment Portfolio At One Place

Investments
Your entire portfolio at one place
Monitor all your investments at one single 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
Get 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.)