Simplifying DIY Investing

Track your entire investment portfolio in one place.
Say good-bye to spreadsheets.

Dashboard

Universal

Track global securities, commodities, currencies, crypto and unlisted assets. All in one place.

Wide Coverage

Track over 78,000 global securities across over 70 stock exchanges, 4,500 cryptocurrencies, and more.

Customizable

Organize your portfolio as you like it. Define your asset classes, assets and accounts. Choose your base currency.

One App for All Assets

Add assets

Add assets

Search symbols by market, or add custom assets.

  • Securities
  • Cryptocurrencies
  • Precious metals
  • Foreign currencies
  • Custom unlisted assets
Set targets

Set targets

Set or update allocation targets.

  • Set targets for asset classes
  • Set targets for assets in each asset class
  • Ignore some assets for rebalancing purposes
Track allocations

Track allocations

See your current allocations.

  • View allocations by asset class
  • View allocations by asset, in each asset class
Track relative performance

Track relative performance

Check how allocations deviate from their targets.

  • View deviations by asset class
  • View deviations by asset, in each asset class
Rebalance

Rebalance

When it's time to rebalance, it's all ready for you.

  • Execute the required transactions
  • Return to your target portfolio

Your All-In-One Dashboard

Try for free.