Connect all your brokerage accounts and you're good to go. We'll gather your overall portfolio value and provide essential key metrics.
One place to analyze
Monitor your entire portfolio's growth and access a comprehensive view of all your investments across brokerage accounts.
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.
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
1
Monitor your portfolio
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
3
We grasp your investing style and risk preferences to craft a unique investment plan every month tailored to your needs.
