Portfolio Tracking
Unified view of all your investments
Consolidate accounts from multiple brokerages, banks, and custodians into one comprehensive portfolio view. Track performance, analyze allocation, and model scenarios—all in real-time with institutional-grade accuracy.
Key Benefits
Aggregate holdings from 10,000+ financial institutions
Real-time pricing and valuation updates
Asset allocation breakdown by class, sector, geography
Performance attribution and factor analysis
Tax lot tracking with FIFO/LIFO support
Scenario modeling and what-if analysis
Powerful Capabilities
Multi-Account Aggregation
Connect checking, savings, brokerage, crypto, and alternative investments in one unified dashboard.
Visual Demo
Coming Soon
Allocation Drift Visualization
See at a glance how your current allocation compares to target, with suggested rebalancing trades.
Visual Demo
Coming Soon
Stakeholder Sharing
Generate read-only snapshots for LPs, execs, or advisors without giving them full access to your accounts.
Visual Demo
Coming Soon
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