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 portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
View mutual fund portfolios in one place. Open new folios, purchase, redeem, and switch funds. Set up SIPs and manage transactions. Sync with multiple fund providers including Aditya Birla Sunlife MF, HDFC MF, SBI MF, and others.
Manage accounts, transfer funds, and pay bills. View transaction history and set up alerts. Access customer support and update personal information. Track investment portfolios and manage loans.
Track stock prices and portfolio performance with real-time updates. Add and manage stocks, ETFs, and other assets. Set alerts for price changes and monitor market trends. Generate detailed performance reports and analyze investment growth.
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. View investment performance and transaction history. Place trades and monitor market trends.
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Track stock performance with real-time data and historical analysis. Set investment goals and receive risk assessments. Access educational modules for financial literacy. Compare stocks using simple-term ratings.
Invest in mutual funds directly through the . Open online investment accounts, buy and sell units, switch investments, check order status, and track portfolio performance. Manage transactions and monitor investments anytime, anywhere.
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Track cryptocurrency values in real-time. Manage portfolios of major cryptocurrencies. View market indicators and price data. Add and remove assets. Set price alerts. Export transaction history.
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
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