Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
The app allows users to manage their company finances, including checking balances and transactions, making transfers, and paying bills. Users can also view and export statements, obtain receipts, and manage beneficiaries.
The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.
