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
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
The app provides tools for investment comparison and stock screening. Users can view stock information with multiple views and moving averages, and receive breaking news notifications.
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
