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
Manage investments with one-time or regular contributions to stocks, ETFs, mutual funds, and certificates. Open accounts and contracts in under 10 minutes. Track portfolio performance and view detailed investment details.
Monitor asset performance with real-time KPIs including Generation, Performance Index, and Energy Index. Track asset states and generation data across sites. Navigate between locations and view recent alerts.
Track portfolio with detailed metrics and portfolio management tools. Support for gold, silver, platinum, palladium, and copper. Create orders, items, sales, and bullion presets.
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
Create an account to invest any amount without minimum requirements or withdrawal fees. Compare investment risks and terms. Transfer funds and manage a diversified portfolio. View investment performance and track progress over time.
Track real-time prices for stocks, bonds, funds, ETFs, and ETPs from Frankfurt and Xetra. Create and sync multiple watchlists and portfolios. Set price alerts for specific limits. View detailed market data and historical price information.
Start investing with as little as $500 per month. Research stocks, track portfolio performance, and receive personalized investment advice. Set up managed portfolios with AI-driven models and human expertise.
View account statements and track investment progress. Access personal documents and manage account details. Receive notifications for account updates and transaction alerts.
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Track investments and manage portfolios
Track investments with a comprehensive portfolio dashboard that consolidates all assets in one place. View detailed performance analytics and customize strategies. Set up alerts for market changes and manage multiple accounts within the .
Access and property ownership data across the nation. Use AI filters to analyze road frontage, slope, flood zones, and wetlands. Retrieve AI-generated property insights and comparable sales data. View MLS listings and historical sales.
Access real-time stock market data and track investment portfolios with a heat map showing price changes. Search for securities by name, ticker, or symbol. Manage a watchlist of assets for comparison and analysis.
Track market trends with real-time stock and asset data. Add portfolios from multiple exchanges and brokers for consolidated monitoring. Subscribe to exclusive portfolio analysis and receive personalized investment insights.