Talk
to
your
portfolio.
It
will
talk
back.
Finally know what you're worth. Track stocks, crypto, real estate, and cash in one place, and ask our AI assistant anything about your holdings. It analyzes your real-time data to give you exact answers—not generic financial advice.
Loved by independent investors
Assets
$195.5K total value
+$98.1K (100.7%) all-time revenue
BTC
Bitcoin USD
$70.8K
+$60.8K
$195,451
Insights
Biggest Drag
Philip Morris International Inc is down 10% — biggest drag on your portfolio
AI-Native
Chat with your
actual portfolio.
Don't ask generic financial questions. Ask an AI that knows your exact holdings, allocations, and dividend history. Watch it stream instantly.
Hi, Guy!
Your total portfolio value is 169,960.00 USD.
Here's your current allocation:
- • Stocks: 99,436 USD (58.5%)
- • Crypto: 70,523 USD (41.5%)
Portfolio Allocation
Dividends & Tracking
Track your
passive income.
Keep a close eye on your payouts. Watch your expected dividends populate on a beautiful timeline without linking your brokerages.
$0.00
0/22
Verizon Comm.
Mar 6
Johnson & Johnson
Mar 5
Realty Income Corp
Mar 3
Built for people who actually invest.
The Spreadsheet Refugee
"I was managing 14 tabs in Google Sheets to track my stocks, crypto, and real estate. Now I open the app and know exactly where I stand in 10 seconds."
Michael T.
Software Engineer
The AI Skeptic
"I thought the AI chat was a gimmick. Then I asked it for my projected dividend yield-on-cost. It gave me the exact number my advisor couldn't find."
Sarah L.
Real Estate Investor
The Privacy-First
"I refuse to link my brokerages to third-party apps via Plaid. This is exactly what I needed—manual entry, but with live updating prices. Finally."
David K.
Crypto & Equities Trader
Stop guessing your net worth.
Get your entire financial picture in one place. No spreadsheets. No disconnected apps. Just one number.