One dashboard. Every brokerage. Real-time sync.
Clarity for every part of your portfolio.
Understand performance, risk, and opportunities — all in one streamlined dashboard.
Real-time sync across brokerages
Your entire portfolio — Robinhood, Fidelity, Schwab, whatever — updated automatically. One login, one source of truth, always in sync.
Visualize your growth
Track your performance over time — monthly, YTD, or custom windows. See where returns come from and how your strategy evolves.
AI-powered risk analysis
A clear risk score based on volatility, diversification, and sector balance. Instantly know what’s overexposed and what’s stable.
Automated rebalancing alerts
Automated rebalancing alerts Smart recommendations tailored to your portfolio: rebalancing, tax-loss opportunities, and next-best actions — delivered at the right moment.
