Connect all your brokerage accounts and you're good to go. We'll gather your overall portfolio value and provide essential key metrics.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/return-on-investment.webp)
One place to analyze
Monitor your entire portfolio's growth and access a comprehensive view of all your investments across brokerage accounts.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/vision.webp)
Optimize for best
Let us help you fix your portfolio by showing you where it could be better and explaining when and why to make changes.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/improve.webp)
Explore investments
Gain access to a personalized monthly investment plan that adapts to the current economic situation and aligns with your risk profile. Stay informed and invest confidently like a pro.
How it works
Get started with easy steps
Add brokerage accounts
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/InvestOverview.webp)
1
Monitor your portfolio
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/InvestNetworth.webp)
2
Some of your investments might dip over time. Our algorithms continuously monitor your portfolio companies and alert you when it's time to sell underperforming investments.
Exclusive investment plan
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/InvestPlan.webp)
3
We grasp your investing style and risk preferences to craft a unique investment plan every month tailored to your needs.