Investments
Monitor Your Entire Investment Portfolio At One Place
Your entire portfolio at one place
Monitor all your investments at one single place.
- Effortlessly bring all your accounts at one place by connecting to your financial institution.
- Supported account types include brokerage, 401K, IRA and many more.
- Over 20,000 financial institutions are supported worldwide including Vanguard, Fidelity, Charles Schwab and many more.
Monitor your investments
Get detailed insights about your investments:
- Holdings: List of your investments showing various details like price, quantity, cost basis, etc.
- Performance: Gain/loss of your investments in any given time period.
- Allocation: Breakdown of your investments by the type of holding (stocks, bonds, cash, etc.)