Comprehensive portfolio management for serious investors. Track trades, dividends, and performance with up-to-date market data and advanced analytics.
Everything you need to manage, analyze, and optimize your investment portfolio
Create and manage multiple portfolios with support for composite portfolios, custom currencies, and detailed portfolio analytics.
Support for popular markets and exchanges worldwide with real-time data from major global trading venues.
Comprehensive portfolio performance tracking with detailed analytics, benchmark comparisons, and professional reporting tools.
Market data integration with Alpha Vantage API for current stock prices, market trends, and financial news.
Complete dividend tracking with calendar integration, yield calculations, and dividend growth analysis.
Secure user authentication, role-based access control, and personalized dashboard experiences.
Complete trade tracking with buy/sell records, cost basis calculations, and comprehensive transaction history.
Access your portfolio anywhere with responsive web design and future native mobile apps for iOS and Android.
Enterprise-grade security with encrypted data storage, secure authentication, and comprehensive privacy protection.
Comprehensive features for serious investors
Performance metrics, risk analysis, benchmark comparison, and attribution analysis to see which holdings contribute most to performance.
Complete dividend tracking with calendar integration, history analysis, and growth rate calculations.
Support for stocks, ETFs, bonds, REITs, and international securities with currency conversion.
Direct broker integration, CSV import support, and automatic transaction matching with data validation.
Custom reports, professional PDF exports, Excel integration, and scheduled automated reports.
Native mobile apps, push notifications, offline access, and touch-optimized interfaces.
Stock screener, peer comparison, sector analysis, and ESG scoring for comprehensive research.
Family accounts, advisor access, client portal, and granular permission management.
Portfolio optimization suggestions, risk alerts, market insights, and predictive analytics.
Join the waitlist and be the first to experience the future of portfolio management.