Visualize your investments with powerful, real-time analytics and beautiful data visualization.
Track your portfolio performance with live data updates and comprehensive analytics.
Custom canvas-based charts that bring your financial data to life.
Monitor dividend payments and income streams across all your accounts.
Everything you need to manage and visualize your investment portfolio in one place.
Track multiple portfolios and accounts with real-time holdings and position tracking. Automated price updates, sector allocation analysis, and comprehensive performance metrics with unrealized gains.
Dividend payment tracking and calendar with tax treatment categorization (Taxable, Tax-Deferred, Non-Taxable). Year-over-year growth analysis with monthly, quarterly, and annual income summaries.
Custom canvas-based charting engine with interactive financial dashboards. Timeline views of portfolio events, hierarchical data displays, and beautiful gradient visualizations.
Multi-organization support with user invitations and access management. Easy organization switching and admin platform access for seamless team collaboration.
Choose the plan that's right for you. Annual plans save 17% (2 months free).
day trial
14 day trial
30 day trial
30 day trial
Join thousands of users who have already taken control of their financial future
Get Started Now