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