Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
