Link your brokerage accounts and you are all set. While you have a cup of coffee, we will analyze your portfolio.
One Place to Analyze
Clear and concise view of holdings from your brokerage account in different views.
Great Insights
Know your portfolio's performance against the popular benchmark S&P 500. Also, understand your portfolio's risk-to-reward ratio.
Get Better Returns
Count on our recommendations made just for your portfolio. Get returns that match your expectations.
How it works
Get started with easy steps
Add Accounts
1
Your Portfolio vs S&P500
2
We show you how your portfolio is performing vs S&P500. It gives you a clear picture of to use our recommended funds & make more returns.
Next Steps to Improve
3
Our algorithm suggests action items that are crucial for improving your current portfolio. Follow them and get the expected returns for the risk you take.
#happyxillionaire
Pharmacist
San Jose, CA
