Connect your brokerage accounts and see your combined holdings, allocation breakdown, and daily changes in one simple dashboard. Ask questions with an AI that only uses your real data.
Read-only · We never move money · Delete your data anytime
Stop switching between brokerage apps or updating spreadsheets.
See your total allocation across all linked accounts. We classify holdings into US equity, international, bonds, and cash automatically.
Track your portfolio value day over day. See how much you're up or down without logging into each brokerage.
Ask questions about your holdings. The AI sees your actual data, so answers are specific to your portfolio—not generic advice.
Connect your accounts and see your allocation in minutes.
Connect through Plaid. We request read-only access—no ability to trade or move funds.
View combined holdings, allocation percentages, and daily value changes across all accounts.
Use the AI assistant to explore your portfolio. It uses your real holdings—no guessing.
One plan. No tiers. No upsells.
Cancel anytime. No trading permissions.
Read-only · We never move money · Delete your data anytime
Connect your accounts and get clarity on what you actually own.
Read-only · We never move money · Delete your data anytime