Keep in the loop
Track your stock portfolio, monitor property values.
Know Your Property’s Worth
Stay updated with real-time property valuations
Track your property's estimated value over time and see how your asset appreciates in value.
Monitor Your Stock Portfolio
Track your investments in one place
Keep an eye on your stock portfolio’s performance, updated daily.
See Your Full Financial Picture
Understand how your investments fit into your net worth
Connect your investments with your overall financial plan and make informed decisions about your future.
All Your Investments, One Dashboard
A simple way to track, analyze, and optimize your investments
Track Your Property Investments
Monitor your property value and see how it changes over time.
Real-Time Valuations
Get up-to-date estimated prices for your properties.
See Your Equity Growth
Track mortgage payments and market trends to calculate your home equity.
Monitor Your Stock Portfolio
Track your investments and stay updated on your holdings.
Daily Portfolio Updates
Monitor stock price changes and portfolio performance daily
Visualize Your Portfolio
See your portfolio allocation and investment performance
Pricing plans
Choose the plan that best suits your needs and budget.
Starter
For people new to managing their personal finances
1 financial plan
1 budget
Track 1 investment portfolio
Pro
For people experienced with managing their personal finances
Unlimited financial plans
Unlimited budgets
Track unlimited investment portfolios
Got questions?
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The Forgotten Lessons
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