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We help you answer the big investing questions, so you can manage your portfolio with ease
“What is my portfolio return? Is it enough for the level of risk?”
See time-weighted and money-weighted returns on your current portfolio, plus expected return and risk on your target: the whole performance picture in one place.
“Can I have more than one account linked to my portfolio?”
Add multiple accounts, real or simulated, and analyze them together or independently.
“How much money should I invest in each asset?”
Bring your portfolio to the efficient frontier, the optimal mix of assets that maximizes return for your level of risk.
“Are my wealth goals achievable?”
Create multiple target scenarios and run simulations to see if you're on track. Current vs. target comparisons show gaps and rebalancing opportunities.
“Is my portfolio diversified?”
Get a diversification score that compares your portfolio against the overall market, for a clear picture of the biggest free lunch in finance.
“Can I test different portfolio ideas?”
Backtest your ideas with simulated accounts, mix simulated trades with real ones, and compare target configurations against projected outcomes.
Powerful Portfolio Analytics
Easily track performance, manage risk, test scenarios, and optimize your portfolio, so you can invest with confidence and stay on target.
Track your portfolio's value and see how your investments are performing at a glance.
Market & Asset Insights
Gain a deeper understanding of market trends and asset performance.
Stay on Top of Your Favorite Assets
Easily monitor your favorite stocks, ETFs, crypto and other investments in one place.
Uncover Financial Health
Access income statements, balance sheets, and cash flow reports for deeper insights.
Detailed Analytics
Understand current performance, as well as expected returns and risk of any asset.
Key Metrics at a Glance
Instant access to essential asset stats, from market performance to valuation and statement ratios.
Track Sector Trends
Stay up to date on market stats and sector trends to identify opportunities.
Your smarter investing journey starts now.
Pricing
The insights you need to invest with confidence.
2 months free
Get started with all the essential portfolio management tools for free.
$0/ month
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Connect your accounts, automate tracking, and get deeper insights.
$15/ monthBilled annually
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For power users who want the full picture and priority support.
$30/ monthBilled annually
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