Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Track investments with real-time updates on holdings and performance. View market insights including Bitcoin and Ethereum dominance, Fear & Greed Index, and market cap trends. Store personal data securely on the device.
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.