View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
by Creative Planning, Inc.★ 1.947 ratingsFinanceFreeData updated 2026-09-08
Register to invest in real estate with a minimum of $100. Track portfolio performance and invite friends to join. Earn rewards for participation. Access game show features to compete for prizes.
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
Talent and creatives can join , manage profiles and portfolios, set rates and availability. Receive job offers, communicate with clients and customer service, and receive payments.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Track prices and portfolio performance with real-time data. Import CSV files from any broker. Compare and data. Sync portfolios securely with major brokers. Integrate with TipRanks SmartScore for analysis. Share and export data directly.
Manage accounts, transfer funds, view transactions
Check account balances, transfer funds between accounts, and pay bills. Deposit checks via photo. Set transaction alerts and manage card security. Access financial products and services through secure online banking features.
Calculate present , future , periodic payments, and interest rates. Input compounding periods and adjust for different frames. Solve financial formulas for loan, investment, and savings scenarios.
Track income and expenses for each property. Collect rent online and send payment reminders. Screen tenants with application forms and background checks. Generate reports and manage maintenance requests.
Track income and expenses with categorized entries. Set monthly budgets and monitor spending. Adjust allocations using the envelope system. Receive alerts for overspending. Export data and generate reports. Sync across devices.
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Check account balances and transaction history. Transfer funds between accounts. Pay bills and view monthly statements. Set up transaction alerts and manage account settings remotely.