Monitor portfolio performance, dividend yields, and projected income across all your accounts. Real-time data powered by Finnhub.
Manage 401k, IRA, brokerage accounts — all in one dashboard with aggregate views.
Track dividend yields, payment dates, and projected annual/monthly income automatically.
Live stock prices, day changes, and analyst ratings powered by Finnhub.
See performance at a glance with cost basis tracking and percentage gains.
Your financial data is encrypted and never shared. Full privacy by design.
Automatic account syncing via Plaid for effortless portfolio updates.