Simplifying DIY Investing
Track your entire investment portfolio in one place.
Say good-bye to spreadsheets.
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
Search symbols by market, or add custom assets.
- Securities
- Cryptocurrencies
- Precious metals
- Foreign currencies
- Custom unlisted assets
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
See your current allocations.
- View allocations by asset class
- View allocations by asset, in each asset class
Track relative performance
Check how allocations deviate from their targets.
- View deviations by asset class
- View deviations by asset, in each asset class
Rebalance
When it's time to rebalance, it's all ready for you.
- Execute the required transactions
- Return to your target portfolio