The unified wealth management platform for the modern investor. Track every account, asset, and investment in one powerful dashboard.
Aggregated Return
Everything you need to start tracking your assets effectively.
Track yearly payouts with an integrated tax toggle for net income view.
Visual pie charts breaking down your portfolio by sector and industry.
Stay updated with the latest financial news relevant to your holdings.
Historical price data and dividend payout history for every asset.
Unlock professional-grade analysis and automation.
Compare your aggregated alpha against major indices like S&P 500 in real-time.
Seamlessly aggregate data from Fidelity, Robinhood, and more into one dashboard.
Experience a completely clean interface with zero distractions or interruptions.
Project future wealth with real-time dynamic DRIP and contribution modeling.
Invest in your financial future today.
Essential tools for beginning investors to track their basic portfolio.
Enhanced features for growing portfolios with more flexibility.
The complete toolkit for serious dividend investors.