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.
No credit card required. Free while we're in early access.
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.
Get full access while we build. Pricing starts later.
No credit card required
Join early access and get full features at no cost. We'll notify you before any pricing changes.
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