What do I own?
Every account and every asset class, pulled into one place.
How is it doing?
The real return, and what's actually driving it.
Keep it organized
Structure your portfolio your way, and control exactly who else can see it.
Beyond the numbers
Other investors to learn from, and an AI that already knows your numbers.
Every feature, grouped by the question you're asking
Each one does a specific job. Together, they turn account-hopping into one dashboard.
What do I own?
Every account and every asset class, pulled into one place.
Bank & Broker Integration
Connect all your accounts in one place
- Automatic sync with banks and brokers
- Support for major European financial institutions
- Real-time portfolio updates
Multi-Asset Support
Track every asset class in one place
- Stocks, ETFs, and mutual funds
- Bonds and fixed income with coupon tracking
- Real estate with rental income
How is it doing?
The real return, and what's actually driving it.
Performance Tracking
Understand exactly how your investments perform
- Money-weighted (XIRR) return calculations
- Portfolio-level and individual investment tracking
- Benchmark comparison tools
Analytics & Insights
Discover what's really driving your portfolio
- Top and bottom performer identification
- Sector and geographic concentration analysis
- Dividend and income tracking
Keep it organized
Structure your portfolio your way, and control exactly who else can see it.
Custom Groups & Notes
Organize your portfolio your way
- Custom portfolio groupings by any criteria
- Notes and memos on individual investments
- Strategy and theme-based organization
Access Management
Share access, your way — and see what's shared with you
- Share a single portfolio or your entire account
- Viewer role for read-only access
- Manager role to allow editing
Beyond the numbers
Other investors to learn from, and an AI that already knows your numbers.
Community
Learn and grow alongside fellow investors
- Active Discord community of fellow investors
- Share strategies and learn from others' experience
- Ask questions and get real answers, fast
AI Analyst Reports
Ask Claude for a professional read on your portfolio
- Connect Claude or any MCP-compatible AI assistant
- Ask questions about your portfolio in plain language
- Analyst-style breakdowns: allocation, concentration, performance