Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Record transactions using a double-entry bookkeeping system. View income, expenses, and net income as bar charts. Track balance history with line charts. Scan and attach invoices to transactions. Scan QR codes on invoices to create transactions.
Track expenses in real-time with automatic categorization of transactions. Consolidate bank accounts through Open Banking. Monitor spending patterns and set budgets. Receive alerts for unusual activity. Export financial data for analysis.
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.
Manage personal and business accounts with advanced analysis and consolidation. Track expenses and income across multiple accounts. Automatically categorize transactions with customizable options. Group accounts into different categories.
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Trade cryptocurrencies with 0% spot and maker on futures. Buy BTC, ETH, and other coins. Monitor portfolio performance. Set price alerts. Secure assets with cold storage and two-factor authentication. Deposit and withdraw funds via bank transfer or .