Your broker won't show you what you're really paying. We will.
Import from any broker. Real returns, hidden fees, full portfolio - all in one place. Powered by AI.
Portfolio Value
$124,503
+17.2% all time
Total Gain
+$18,302
+$1,203 today
Total Fees
$1,204
0.97% of portfolio
Works with any broker
Your broker doesn't want you to see the full picture
Scattered across spreadsheets
You track AAPL in one app, European ETFs in another, dividends in a spreadsheet. Nothing talks to each other.
Hidden fees eating returns
Your broker shows gains but hides the true cost. Currency fees, commissions, and spreads silently erode your performance.
Repeating the same mistakes
Without historical analysis, you sell winners too early and hold losers too long. Every year, the same patterns.
Hours of manual tracking
Every month you spend hours updating spreadsheets, cross-checking numbers, and calculating returns by hand.
Three steps to total portfolio clarity
Import your data
Upload CSV exports from any broker. Our AI parses 50+ formats automatically — no manual column mapping needed.
IBKR_trades_2024.csv
47 transactions detected
All transactions imported successfully
See the full picture
Your unified dashboard shows real annual returns, total fees, dividend income, and asset performance — metrics your broker hides.
CAGR
12.4%
Total Fees
$1,203
Dividends
$3,847
Best Year
+28.3%
Get AI-powered analysisComing Soon
Four AI models analyze each holding and form a consensus: Buy, Hold, or Sell.
Everything you need. Nothing you don't.
Import from any broker in seconds
Export a CSV from your broker, upload it, and our AI handles the rest. No column mapping. No data cleaning. Just drag, drop, and done. Supports Interactive Brokers, Degiro, Trading 212, Fidelity, Schwab, and 50+ more formats.
Drop your CSV here
AI detects the format automatically
47 transactions imported
From Interactive Brokers
The metrics your broker won't show you
True CAGR. Real fees (including hidden ones). Dividend yield by holding. Calendar year returns. Unrealized vs realized P&L. All calculated correctly, all in one view.
True CAGR
12.4%
Total Fees
$1,203
Dividends YTD
$3,847
Best Year
+28.3%
Worst Year
-8.2%
Realized P&L
+$5,420
Portfolio Beta
1.12
Active Holdings
12
Multi-model AI. One consensus. Zero guesswork.Coming Soon
Every stock in your portfolio is independently analyzed by multiple leading AI models. Each writes a full research memo. Then we synthesize a consensus rating: Buy, Hold, or Sell. It's like having a team of analysts working for you.
GPT-4
Claude
Gemini
Grok
Consensus Rating
Strong Buy
3.9
out of 5
Agentic, proactive communicationComing Soon
Alerts that find you, not the other way around. Our AI monitors earnings announcements, unusual price moves, allocation drift, and rebalancing triggers across your entire portfolio. Actionable notifications, delivered the moment they matter.
AAPL Earnings Tomorrow
Q2 results after market close
MSFT +8.3% Today
Unusual move vs. 30d average
Tech Allocation at 52%
Above your 45% target
Suggested: Rebalance
Sell 3% AAPL, buy 3% VOO
AI is monitoring 12 holdings across 3 brokers
And this is just the beginning
We're building the AI-powered investment co-pilot you've always wanted.
Across brokers
Consolidate holdings from any broker into one unified dashboard. No more switching between apps.
No more complexity
Real metrics made simple. CAGR, total fees, dividends, and P&L — all at a glance.
AI-powered
Multiple AI models analyze your holdings and generate research memos with a consensus rating.
Understands your context
Personalized insights based on your actual holdings, allocation, and investment goals.
Agentic, proactive communication
Rebalancing alerts, earnings analysis, and a weekly AI briefing — delivered to you automatically.
Built for the long game
Designed for long-term investors. Track compounding, DCA performance, and progress toward your goals.
Built for great retail investors
Real people managing their own investments — just like you.
Sarah Chen
Engineer at Meta
“I was tracking investments in 3 different spreadsheets across 2 brokers. Now everything is in one place and I can actually see my real returns.”
Marcus Johnson
Electrician at ConEdison
“The CSV import is magic. I uploaded my Interactive Brokers export and it parsed everything perfectly in seconds. No more wrestling with column mappings.”
Elena Rodriguez
Nurse at Kaiser Permanente
“Finally I can see my true performance and total fees across all my accounts. The AI analysis gives me confidence in my holdings I never had before.”
James Park
Teacher at Brooklyn High
“I used to dread checking my portfolio because the numbers never made sense. Now I open this once a week and actually understand how my investments are doing.”
Priya Sharma
Product Manager at Shopify
“Moved from a spreadsheet with 200+ rows to this in about 10 minutes. The AI memos on each holding are surprisingly insightful — like having a personal analyst.”
Tom Bradley
Firefighter at FDNY
“My buddy told me about this and I was skeptical. But seeing all my Fidelity and Schwab holdings in one dashboard with real P&L — I'm never going back to spreadsheets.”
Simple pricing. No hidden fees.
Cancel anytime. No questions asked.
$5.90
/1st mo
Then $9.90/month
Lock in this price forever — prices will increase soon.
Cancel anytime. No questions asked.
Everything included
FAQ
Frequently Asked Questions
We support CSV imports from 50+ brokers including Interactive Brokers, Degiro, Trading 212, Fidelity, Charles Schwab, TD Ameritrade, Robinhood, eToro, and many more. Our AI automatically detects the format — no manual column mapping needed.
Absolutely. We use bank-level encryption for all data and your portfolio is stored securely in encrypted databases. We never have access to your brokerage accounts — we only process CSV files you upload. Any data shared with third-party services is fully anonymized in compliance with EU data protection regulations (GDPR).
Yes! Your first month is discounted so you can explore all features at a reduced price. Cancel anytime — no questions asked.
Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. Your data remains accessible even after cancellation.
Yes! That's one of our core features. You can import CSVs from any number of brokers and see everything consolidated in a single dashboard. No more switching between apps or maintaining spreadsheets — just upload your transaction history and our AI handles the rest.
Stop guessing. Start tracking.
Join investors who are finally seeing the full picture. Set up your portfolio in under 2 minutes.
Get StartedCancel anytime. No questions asked.