See through the
market’s noise.
Aggregate every brokerage, 401k & IRA. Track live. Predict 1–30 years out — explained in plain English by AI.
Unified portfolio
Link your brokerages and see every account and holding in one clear view — balances, positions, and prices together.
Scenario planning
Project 1 to 30 years ahead across good, average, and bad scenarios, each with a compound growth rate.
AI research
Scored reports and an age-aware portfolio grade, built from real market data plus a multi-model AI analyst panel.
Bring your own AI
Use your own Anthropic, OpenAI, or Google key — or your own custom-trained model — for research and plain-English narratives.
Live refresh
Refresh ticker prices on demand so your total value and per-position breakdown stay current.
Secure by design
Read-only brokerage links via SnapTrade. We never store your brokerage credentials.
Your portfolio, projected.
Start tracking in minutes. Add your own AI key whenever you want narrative predictions.
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