Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.
by Xantos Labs LLC★ 4.852 ratingsFinanceFreeData updated 2026-09-06
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
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.
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.
View full balance sheet with financial assets, fixed assets, deferred assets, and liabilities. Access Bulltick research for macroeconomic trends and financial forecasts. Navigate to insurance products, real estate advisory, and investment funds.
Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.
In stocks, bonds, and ETFs or family. Set investment goals and track performance. Share portfolios and collaborate on decisions. Withdraw funds and view transaction history. Manage multiple accounts and set spending limits.
Manage cryptocurrency portfolio with support for Bitcoin, Ethereum, USD Coin, Litecoin, Dogecoin, Shiba Inu, and other coins. Buy and using a brokerage account. Set price alerts for market updates. Track portfolio performance and manage trades.
Trade stocks, options, and ETFs with commission-free transactions. View advanced charts and set custom price alerts. Access instant deposits up to $50,000 with Gold subscription. Earn 4% APY on uninvested cash.
Trade stocks, ETFs, and options with commission-free transactions. Manage multiple accounts, execute advanced strategies like multileg options and covered calls, and access real-time market data. Create and customize watchlists to track investments.
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .