See any investment history, change over time and important annotation on a simple and intuitive graph.
Don’t want to link your account? You can add an investment manually and get powerful insights of your investment performance.
Link your accounts to get the up to date values, holdings and transactions automatically.
Already have a list of your investment transactions? Upload it to see history and past performance.
Quickly find any investment, liability or tag simply by searching them.
Organize your investments papers and documents in one place.
Don’t want to link your brokerage account? Search for the symbol and add it manually.
Check your return for any investment, asset type or tag. Choose your time frame to see how investments are doing over time.
Group investments with tags and get an instant view into their combined performance.
Get a quick overview of how your investments did the previous months.