Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
The app tracks investment portfolios, including stocks and ETFs, with auto-updates for current and past returns. It computes trading fees to report actual returns and allows users to set target prices for investments.
Receive daily alerts for BTC, ETH, and altcoins based on detected patterns. Analyze live charts for bullish and bearish using RSI, MACD, and other indicators. Track pattern recognition results and monitor price trends.
Track investments across 70+ exchanges, 20,000+ ETFs, and cryptos. View historical performance, trade analytics, and asset allocations. Monitor dividend history and projections. Benchmark portfolio performance. Set and track investment goals.
Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
The app allows users to create a virtual portfolio of stocks, bonds, ETFs, and mutual funds with $100,000 virtual cash. It uses real market data to execute orders and compare portfolio returns against the S&P500 and other users.