Try the plan before you commit.
Pick a few assets and a plan, and see how it would have done over the last five years. Simulations never touch your portfolios.
- Three kinds of plan
- All at once, spread out over time, or a simple yearly strategy.
- Every plan on one chart
- Up to four plans on the same budget, each in its own colour.
- Against a benchmark
- The S&P 500, any ETF or another basket you built.
- One comparison table
- Return, drawdown, recovery time, volatility and best and worst year.
Every plan on one chart.
Weekly over a year, all at once or monthly: each plan gets the same budget and its own line, with benchmarks dashed.
Measure it against the market.
Plans and benchmarks side by side in one table, with the best value in each row picked out.
Each plan, up close.
Its value against the money already in the market, the buying schedule and how every asset did.
Questions
More in the FAQ.
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More features
- Multi-portfolio trackingEvery account in one place, with net worth across all of them.
- BenchmarksCompare your portfolio and your plans with the market.
- ImportsBring in your history from 14 platforms or any CSV.
- AI insightsPlain-language insights on your portfolio and the market.
- Alerts and TelegramPrice, move and news alerts by email, Telegram or in the app.
- Watchlists and screenerFollow ideas, filter the market and open any asset.
- SharingShare returns as a card or a read-only link.
- Privacy modeHide amounts on screen for calls, commutes and screen sharing.
- Developer APIA REST API for your own scripts and dashboards.
- CommunityFollow investors and share a public profile.
- ToolsCurrency converter, compound interest and a savings calculator.