Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Showing 1–20 of 1,000 ranked alternatives.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Wells Fargo Bank
Manage accounts, view balances, track transactions
Access cash, credit, and investment accounts with biometric authentication. Review transaction history and balances. Manage credit card transactions, rewards, and card settings.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Open to the Public Investing, Inc.
Transfer portfolio and earn 1% match
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
Nino Finance, Inc.
Track crypto holdings and
Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
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