Link your brokerage accounts and you are all set. While you have a cup of coffee, we will analyze your portfolio.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/return-on-investment.webp)
One Place to Analyze
Clear and concise view of holdings from your brokerage account in different views.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/vision.webp)
Great Insights
Know your portfolio's performance against the popular benchmark S&P 500. Also, understand your portfolio's risk-to-reward ratio.
![icon](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/improve.webp)
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
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/analyzer-add-account.webp)
1
Your Portfolio vs S&P500
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/analyzer-snp500-compare.webp)
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
![step](https://d391fpr6ao9qle.cloudfront.net/images/assets/marketing-pages/portfolio-analyzer/analyzer-performance-highlights.webp)
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
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Pharmacist
San Jose, CA