Ideal for tracking long term investment assets like mutual funds and ETFs. Get a 3-month glimpse of any NMS US security sourced from the Investors Exchange. See your total portfolio value at a glance.

Track asset value and target allocations. Quickly assess how closely you’re tracking.

No login. Privacy-friendly analytics. Your data stays on your device.

Get recommended trades and keep your porftolio balanced.

Use your existing portfolio or get started with a sample.