Your portfolio,
finally understood.
One quiet place for your holdings, alerts, taxes, and cashflow — with AI insights that read your allocation the way a private analyst would.
No credit card required · Bank-grade session security
Net worth
$0
AAPL
+0.0%
BTC
+0.0%
VTI
+0.0%
Your tech allocation drifted 8% above target this month.
Everything a serious investor actually opens daily
Not a feature checklist — the six things you’ll actually reach for before your coffee’s cold.
AI portfolio insights
Automated read on your allocation, concentration risk, and tax exposure — refreshed every time your holdings change.
Exchange-grade charting
Candlesticks, moving averages, RSI, and volume on every ticker — the same depth you’d expect from a trading terminal.
Price alerts that find you
Set an absolute price or a percent move on any symbol and get notified the moment it triggers, no refreshing required.
Real tax estimates
Short and long-term gains matched FIFO against your actual lots, plus tax-loss harvesting opportunities you’d otherwise miss.
Cashflow you can plan around
Recurring income and expenses, savings rate, cash runway, and a 6-month projection — not just a balance that changes.
One number for net worth
Investments, cash, linked bank and brokerage balances, even illiquid assets — rolled into a single trustworthy total.
Built like a tool you’ll trust with real money
No growth hacks, no dark patterns, no selling your data. Just the numbers, told straight.
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Technical indicators per chart
0
Account types tracked as one net worth
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Real-time market data providers
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Encrypted session security
Bring your portfolio into focus
Free to start. Your holdings, your alerts, your numbers — set up in under two minutes.