Your Wealth's Pulse, One Dashboard Away
Track net worth across portfolios, measure risk, benchmark your performance, and get AI-powered insights from one modern investing dashboard.
Everything you need,
in one dashboard.
Portfolio Command Center
Manage personal, family, and business holdings in one unified view — with a watchlist to track assets you're eyeing.
AI Research & Insights
Chat with your portfolio, get rebalancing suggestions, compare assets, and surface insights — all powered by AI.
Market Intel & Events
Aggregated news with AI summaries, an earnings calendar, event tracking, and a weekly newsletter to stay ahead.
Powerful tools for
serious investors.
From portfolio analytics to AI insights, every feature is built to help you understand performance with more clarity.
Bring Your Own Key
Connect your own OpenRouter API key to power AI insights with the model you trust — GPT, Claude, Gemini, and more — while keeping provider choice and usage costs in your control.
Bring Your Own Model
Install our lightweight proxy tunnel locally and point it at any LLM — fully private, zero cloud cost, complete control.
Deep Portfolio Analytics
Track annualized return, rolling returns, drawdown, Sharpe ratio, VaR, and benchmark-relative performance in one clean analytics view.
Multi-Asset Support
Stocks, crypto, real estate, ETFs and more — track everything in one place, regardless of asset class.
Your Data, Freely
Export via API, CSV, Excel, PDF, or JSON — your data stays portable, structured, and ready for your own workflows.
Benchmark Comparison
Compare your portfolio against SPY and other benchmarks with alpha, beta, correlation, info ratio, and cumulative outperformance.
Share With Anyone
Share portfolios with accountants, friends, or investors via a link. Control visibility and access.
Join the waitlist
Get access to the beta and be first to try new features as they ship.
Beta access is free. No credit card required.