Track Your Wealth
See your entire financial picture in one place. Monitor your portfolio allocation, dividends, debts, and net worth with real-time clarity across all accounts.
Your Complete
Wealth Dashboard
Build, track, and grow your wealth with tools that bring every part of your financial life together. Join over 50,000 investors managing their portfolios smarter.
All-in-One Portfolio Management
Simplify your investments with powerful tools
Strategize every asset across accounts and brokers in one unified view. Track performance, analyze trends, and optimize your portfolio allocation.
Plan with Purpose
Turn goals into actionable strategies. Set, budget, and model financial goals with guided planning tools. Track progress toward retirement, home purchase, or education savings.
Simulate & Strategize
Make informed decisions before you act. Use interactive simulators to evaluate trade-offs with confidence. Model different scenarios and investment strategies.
Learn & Grow
Invest smarter through continuous learning. Access insights, articles, and community discussions over time. Stay updated with market trends and investment strategies.
Clarity is the foundation of every smart financial decision.
Personalized tools. Personalized decisions. Real results.
Get started in 3 simple steps
- 1
Create your account
Totally free, it won't take more than three minutes. Start your wealth tracking journey today with our simple signup process.
- 2
Link your accounts
Sync your bank and investment accounts in the blink of an eye. Securely connect to over 12,000+ financial institutions worldwide.
- 3
Personalization
Track everything in one view and optimize with tailored insights. Get personalized recommendations based on your financial goals and risk profile.
Why Choose Our Wealth Platform
Trusted by over 50,000 investors worldwide to manage more than $2.5 billion in assets
Real-Time Portfolio Tracking
Monitor your investments across all accounts with live market data. Track stocks, bonds, ETFs, cryptocurrencies, and alternative investments in one unified dashboard.
Advanced Analytics & Reporting
Gain deep insights into your portfolio performance with customizable reports, tax-loss harvesting opportunities, and detailed attribution analysis.
Goal-Based Financial Planning
Set and achieve your financial objectives with our intelligent planning tools. Whether saving for retirement, a home, or education, we help you stay on track.
Bank-Level Security
Your data is protected with 256-bit encryption, two-factor authentication, and read-only access to your accounts. We never store your banking credentials.
Trusted by Investors Like You
See what our community has to say about their experience
★★★★★
"This platform transformed how I manage my investments. The portfolio insights helped me rebalance and save thousands in fees."
★★★★★
"Finally, a wealth tracker that actually makes sense. The goal planning feature helped me stay on track for early retirement."
★★★★★
"I recommend this to all my clients. The comprehensive view and real-time tracking are unmatched in the industry."
Join our thriving community
Connect with 15,000+ active members sharing insights and strategies
Engage with like-minded investors and share experiences to grow together. Participate in weekly market discussions and monthly webinars.
Access expert articles, guides, and market insights tailored for your goals. Stay informed with daily market analysis and investment research.
Frequently Asked Questions
- Is my financial data secure?
- Yes. We use bank-level 256-bit encryption and never store your banking credentials. All connections are read-only, and we employ two-factor authentication for added security.
- How much does it cost?
- Our basic wealth tracking features are completely free. Premium features including advanced analytics and tax optimization start at $9.99/month with a 30-day free trial.
- Which financial institutions do you support?
- We support over 12,000 financial institutions including major banks, brokerages, crypto exchanges, and investment platforms across North America, Europe, and Asia.
- Can I track cryptocurrency investments?
- Absolutely. Our platform supports all major cryptocurrencies and can connect to popular exchanges like Coinbase, Binance, and Kraken for automatic tracking.
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Your Finances, in Full View
Our goal is simple — to bring your entire financial situation into one view, so you can make informed decisions with clarity and control. Track net worth, analyze spending patterns, and optimize your investment strategy.