Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Access accounts, loans, and credit cards instantly. Manage favorites and receive notifications. Transfer funds between accounts or to other accounts. Send real-time transfers to other banks. Pay bills, schools, and credit cards directly through the .
Manage accounts with balance views and transaction details. Access account snapshots via Apple Watch. Store electronic statements and check images. Apply for new accounts and reorder nicknames. Deposit checks via mobile phone and view history.
Access financial data via OAuth2 authentication. Manage net worth by currency. View historical asset account charts. Store access tokens securely using iOS Keychains. No external APIs or analytics tracking. Syncs with III instance.
