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 stock portfolios with real-time quotes and tracking. Create multiple portfolios and sort by symbol, price, or change. View gains and losses instantly. Set refresh intervals of 1, 2, 5 seconds, or more.
Manage investment portfolios with fixed-income assets, view detailed returns and risk profiles. Access diverse investment options with varying maturities and guarantees. Review legal documentation and analysis reports.
Save and grow money with interest-bearing accounts. Set investment goals and track progress. Access insurance coverage and manage policy details. Deposit funds and view transaction history. Receive alerts for account activity and policy changes.
Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.
Create an investment account in under 10 minutes. Set investment goals and risk tolerance. Receive personalized strategy setup. Monitor portfolio performance and adjust settings as needed.
Track trades, analyze portfolios, connect with traders
Track investments with real-time market data and asset performance. Monitor stocks, cryptocurrencies, and public market trends. Set price alerts and customize watchlists. Access educational resources and community discussions.
Manage accounts, interact with clients, track comparisons
Manage client portfolios and track financial data in real time. Set reminders for due dates and training sessions. Compare investment models and generate invoices. Access tools for timely customer interaction and asset protection.
Capture property details, take unlimited photos and videos, record findings with voice-to-text, set flags for later review, and sync data automatically with desktop software. Create and share inspection reports directly.
Discover your investing style through shares trading, LICs, and ETF investing. Avoid hidden fees and pay low fees. Track portfolio performance and set investment goals. View detailed market data and research.
Access stock and options recommendations from . Search for stocks based on personal criteria. View portfolio results matching user preferences. Login to access exclusive content and manage investment insights.
Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.
Manage investment portfolios by tracking stock positions and viewing portfolio performance. Monitor account balances and transaction history. Calculate profits and losses. Access real-time market data and news.