Monitor investments in real-time with quick portfolio access. Analyze stocks using summary data and 30-year financials. Customize an all-in-one screener to filter stocks based on specific criteria.
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.
Track net by adding accounts manually or importing spreadsheets. Monitor savings, investments, and property. View current balances and financial overview. Set up accounts for multiple financial assets. Update and review financial data regularly.
Trade equity, futures, options, and currency with a multi-product platform. Place orders using GTT, AMO, CO, and BO types. Execute auto trades via chart strategies. Place multi-leg orders through the options chain.