Stocks, ETFs, crypto and wallets in one live dashboard. Deep analytics, alerts that reach your phone, a budget that shows what is left to invest, and an exit plan for when you'd sell. Built for people who want to understand their money, not just watch it.
Track it all: stocks, ETFs, crypto and on-chain wallets
Ethereum + 30 chains
Solana
Bitcoin
MetaMask
Phantom
Ledger
Trust Wallet
Coinbase CSV
Kraken CSV
Robinhood CSV
FFidelity CSV
SSchwab CSV
One live number for everything you own, a chart that goes from the last hour to all time, and the S&P 500, Nasdaq or Bitcoin drawn next to you, even on 1H and 1D. See what drove the day: your biggest movers in dollars, not just percent.
Holdings you can sort by anything, every lot you bought with FIFO cost, and multiple portfolios under one login. Real exposure looks through funds and companies: FBTC and MSTR count as Bitcoin, so you see your true concentration.
"What if I sold" estimates the tax before you trade: short and long term, using your own rates and the exact lots that would go first. Plan your exits ahead of time: set the prices you'd sell at, in steps, and see what your portfolio is worth when you get there.
Alerts that watch the market every minute and reach you as a phone notification, an email or in the app. Prices, daily moves, gains from your cost, portfolio value and allocation drift, with snooze and repeat. A weekly digest every Sunday, if you want it.
Every return takes your deposits and withdrawals out, the way professionals measure it. Allocation is free; the rest is Pro.
By asset class, by holding, or by what you really own underneath. Set targets and preview a tax-aware rebalance.
Your return against the S&P 500 and Bitcoin with the same money in and out, what each holding made, and a grid of every month.
A 0 to 100 risk guide, volatility, the worst fall and how long it took to recover, beta, and how your holdings move together.
Each day's gain or loss as a calendar, a year of squares, your best and worst days, and a snapshot saved at every close.
Upload a statement, add the bills that come a few times a year, and see where every dollar goes, and what is left over.
Drop in a bank or card statement. CSV, OFX and most PDFs are read right on your device, and only the transactions are saved, never the file. Every purchase gets a category, remembered by shop. Bills that come once or twice a year are spread across every month, so each month's budget is honest.
Checked every minute. Push notifications on your phone, email, or in the app, with quiet hours and snooze.
Paste a public address. Ethereum and 30+ chains, Solana and Bitcoin. We can see balances, never move a cent.
Ledger0x7a…3f9c$6,240Phantom7xKX…sAsU$2,115Cold storagebc1q…mdq$27,904A feed of what you hold first, your brief in one line, trending tickers, and a Saved tab for later. Plus upcoming earnings and dividend dates.
Install it on your phone like an app, use it on your laptop, and see the same numbers everywhere, live. Works offline too.
Read-only connections. Statements read on your device. Your rows are locked to your account in the database. We never sell your data.
How we keep it safe →Track everything you own, in one place.
$4.08 a month, billed once a year
No. Wallets are read by their public address and everything else is entered or imported by you. The app can see balances and history; it can never buy, sell or transfer anything.
US stocks and ETFs, the major cryptocurrencies, and on-chain wallets on Ethereum and 30+ EVM chains, Solana and Bitcoin. Brokerage, exchange and bank connections are on the way; until then, CSV import brings in your history.
CSV, OFX and most PDFs are read on your own device and only the transactions are saved, never the file. A PDF whose layout can't be read on the device, or a photo, can be read by AI: only that statement's text or image is sent, it is not kept, and it is not used to train AI.
Yes. Open the app in your phone's browser and add it to your home screen: it installs like an app, sends notifications and works offline. Your data stays in sync with your computer.
Nothing is deleted. Your portfolios, alerts, wallets, budget and exit plans stay, and you can still see, export or delete them. You just can't add more than the Free plan allows, or change an exit plan.
A Pro feature for planning when you'd sell. For each holding, set exit prices in steps (say half at $250, half at $400) and see your portfolio's value, gain and estimated tax at exit, with a ring showing how close you are. It can set a price alert for each step. It is your plan, not a prediction or advice.
The beta is invite-only while we finish the last features. If you have an invite, log in with Google or your email.
