The new standard
in wealth management

Easily connect your favorite bank accounts, exchanges, and brokers from hundreds available. 100% automated tracking.

Precise and personalized tracking of all asset classes and their specifics: stocks, crypto, real estate, REITs, metals, crowdlending, etc.

Easily add your loans for a complete and detailed view of your liabilities.

Monitor your unrealized gains and losses across your entire portfolio, day by day, over a 3-month period.

Get a quick overview of your best and worst performers this month.

Instant insights into the ratio of your passive income to the value of your investments.

Discover your real performance, accounting for deposits and withdrawals, and compare it to benchmarks.

See the proportion of your assets that are easily convertible into cash.

Track in real-time how long your savings will last if you rely solely on your available funds.

A score that gives you an overall indication of how diversified your portfolio is.

Project your net worth for each upcoming year, adjusted for inflation, across three growth scenarios.

Detailed insight into your portfolio across countries, regions, sectors, currencies, and other criteria.

No more guessing about past and upcoming dividends, interest, rents, and staking returns.

Instantly spot bullish or bearish trends in your assets.

A quick overview of your stock allocation based on valuation estimates from our algorithm.

A quick overview of your stock allocation based on scores like dividend safety, growth, etc.

Visualize your cash cows, rising stars, and underperformers with our proprietary matrix.

Project your income over 40 years under various yield and growth scenarios.

What would be the current performance of your portfolio if you had bought your current assets 20 years ago?