Tools for the long term investor.

Say goodbye to the chaos of scattered data. Know what you own.
Easily track all your assets — stocks, crypto, cash, brokerages, vehicles, inventory — in one seamless portfolio.

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DATAROMA
CoinMarketCap
Finviz
Macrotrends
Plaid

Portfolio Builder

For long-term investors: secure portfolio modeling, clear insights, and tools to make smarter decisions.

Cycling image
Charts:
Visualize your portfolio with dynamic charts.
Unified Asset Tracking
Sync crypto and stock holdings with current prices for a consolidated portfolio view.
Bank, Cash & Liabilities
Include bank accounts, cash, and liabilities for a complete net worth overview.

Basic

Free

  • Build 1 portfolio
  • Access to research data
  • Share portfolios
  • Add crypto to your portfolios
  • Add stocks to your portfolios

PRO

$8/mo

  • Build up to 8 portfolios
  • Synchronize live brokerages
  • On Demand Portfolio Updates
  • Access to research data
  • Share portfolios
  • Add crypto to your portfolios
  • Add stocks to your portfolios

LEGEND

$24/mo

  • Build up to 24 portfolios
  • Synchronize live brokerages
  • On Demand Portfolio Updates
  • Access to research data
  • Share portfolios
  • Add crypto to your portfolios
  • Add stocks to your portfolios