Every account, one clear picture.
Keep an ISA, a pension, a trading account and some crypto as separate portfolios, and see your net worth across all of them on one dashboard.
- Net worth
- One total across every portfolio, in your base currency.
- Per-portfolio views
- Holdings, transactions, analytics and goals for each one.
- Shared portfolios
- Portfolios others share with you sit next to your own.
- Any currency
- Assets in any currency, converted at each day's rate.
All your portfolios on one dashboard.
Each portfolio shows its value, total return and share of your net worth. Choose which ones count towards the total.
- Stocks, ETFs, funds, crypto, cash and more
- A net worth chart from one week to all time
- Portfolios shared with you, with your role
Each portfolio, in depth.
Open a portfolio for its value over time, what you've put in, what it has earned and an AI read on what changed.
Every position, in one table.
Average cost, allocation, today's move and total return for every holding, with fees, dividends and currency included.
Questions
More in the FAQ.
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Every investment in one calm view. Free to start.
More features
- 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.
- LabTest investing plans on past prices.
- CommunityFollow investors and share a public profile.
- ToolsCurrency converter, compound interest and a savings calculator.