Track & Grow Your Investment Portfolio
Monitor your investments across all brokerages with real-time performance tracking, dividend analysis, and smart rebalancing suggestions.
Your Complete Investment Picture
See all your holdings in one place—stocks, ETFs, mutual funds, and more. Get a consolidated view across multiple brokerages.
- Aggregate holdings from multiple accounts
- Real-time portfolio valuation
- Cost basis tracking
- Unrealized gain/loss calculations
- Multi-currency portfolio support
Portfolio Overview Preview
(Screenshot coming soon)
Measure What Matters
Track your investment returns with precision. Compare against benchmarks and understand what drives your portfolio performance.
- Time-weighted return calculations
- Benchmark comparison (S&P 500, etc.)
- Performance attribution analysis
- Historical performance charts
- Risk-adjusted return metrics
Performance Preview
(Screenshot coming soon)
Grow Your Passive Income
Track dividend income across your portfolio. See payment history, upcoming dividends, and project future income.
- Dividend calendar with payment dates
- Historical dividend tracking
- Yield calculations by holding
- Dividend growth analysis
- Projected annual income
Dividend Tracking Preview
(Screenshot coming soon)
Balance Your Portfolio
Visualize your asset allocation and compare against your target. Get rebalancing suggestions to maintain your strategy.
- Visual allocation breakdown
- Target vs actual comparison
- Drift alerts and notifications
- Rebalancing recommendations
- Tax-efficient rebalancing tips
Asset Allocation Preview
(Screenshot coming soon)
Invest Across Borders
Track investments in multiple currencies with automatic conversion. Perfect for global portfolios and international investors.
- Support for USD, INR, GBP, CAD
- Automatic currency conversion
- Currency gain/loss tracking
- Consolidated multi-currency view
- Historical exchange rate tracking
Multi-Currency Preview
(Screenshot coming soon)
Ready to Optimize Your Portfolio?
Get the insights you need to make smarter investment decisions.