Bossman / Portfolio tracking

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.

Stocks + crypto

Your holdings, together.

One clear view

See your bigger picture.

Your portfolio / At a glance

Sample

Equity

Sector

Illustrative portfolio. Explore how your assets fit together.

01 / Build your perspective

Portfolio Builder

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

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 different asset classes for a complete net worth overview.

Your assets. Your view.