Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Calculate and mortgage payments with customizable terms, interest rates, and frequencies. Display breakdowns of interest and principal. Estimate repayment time. Compare options. Export results via email or file. Save details for future reference.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Invest in by purchasing shares in rental properties. Manage a diversified portfolio with auto-investments. Track cash flow and view property performance metrics. Set up recurring investments and monitor account growth.