Unified performance
Time- and money-weighted returns across every asset class in one trustworthy chart.
The platform
Tools that respect a serious investor's attention.
One performance, income, and tax picture across stocks, ETFs, crypto, options, bonds, and your automated portfolio — with research attached to the chart you're already reading.
Everything, in one place
Built for clarity, not clutter.
Income forecast
Project dividends and interest month by month, then a full year ahead.
Bulk order tool
Stage, edit, and execute many trades at once with live pricing.
Recurring plans
Automate contributions into a basket of up to 20 holdings.
Research in context
Filings, KPIs, and earnings recaps attached to the chart — not buried in tabs.
Tax center
Realized gains, lot selection, and year-end documents in one place.
Smart alerts
Price, news, and portfolio-drift alerts you actually control.
Mobile parity
Every action on desktop is one tap away on your phone.
Security built in
Hardware-key 2FA, device management, and activity logs as standard.
One view
See the whole picture at a glance.
No more stitching screenshots from three apps. Holdings, performance, and income from every asset class live on one screen, updated in real time.
Create your accountPortfolio
8 positions · 4 asset types
Value
$248,930
Today
+1.31%
Income
$4,612
Questions, answered plainly.
Is there a mobile app?
Yes — the mobile experience mirrors desktop, so you can do everything on the go. [Confirm platforms.]
Can I see all my assets together?
That's the point. Stocks, ETFs, crypto, options, bonds, cash, and managed portfolios share one performance and tax view.
Do you offer recurring investing?
Yes. Schedule recurring contributions into a basket of up to 20 holdings.
See everything you own, finally in one place.
Stocks, ETFs, crypto, options, bonds, and managed portfolios under a single view.