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
Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.
Track cryptocurrency events with customizable filters and detailed descriptions. View curated news from verified sources. Manage portfolios with real-time price data and performance charts. Set custom alerts for price changes and market events.
Access global investments including US , Hong Kong , A-shares, options, ETFs, CBBCs, warrants, funds, and IPOs. Place trades, monitor portfolios, and track market data. View real-time prices and historical performance.
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set spending limits. Access credit card statements and manage investments.
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
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.
Find and analyze off-market real estate properties. Use filters to locate high-potential deals. Access property details and connect with sellers. Fund investments directly through the . Track investment progress and manage deals remotely.
Manage Shariah compliant investments and savings. Track real-time compliance status of global . Save and gift 24K . Monitor portfolios of Shariah compliant assets. Set and review investment goals. Receive guidance from certified Shariah scholars.
Manage investment properties with tools for finding, analyzing, purchasing, financing, and managing real estate. Track property performance, generate reports, and handle sales or refinancing.
Access accounts in "" mode from a device. View balances, transfer funds, and pay bills. Deposit checks via photo. Set transaction alerts and lock accounts remotely. Sync with Apple Health for activity tracking.
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.
Track dividend payments from stocks, real estate investment funds, BDRs, and ETFs. View dividend forecasts based on your holdings. Receive notifications about upcoming payments. Sync with brokerage accounts to update investment details.
View quotes and company news for listings. Track trends with interactive charts. Manage personal portfolios and synchronize with web finance data. Access updates and company details for Securities Exchange and National Exchange.
Invest in diversified portfolios with automatic contributions. Choose from curated ETFs by providers like J.P. Morgan and Vanguard. Avoid account and transaction fees. Set investment goals and adjust contributions manually.
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
Track stock portfolios in real-time with detailed stock information including current price, daily changes, and overall performance. Set investment goals, receive market updates, and analyze historical data to support informed decision-making.