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
Track real-time cryptocurrency prices and analyze market trends. Receive trade from professional traders. View detailed trade histories and performance metrics. Set price alerts and manage portfolios.
Track stock prices and market trends. Receive buy and sell signals based on the Brockmann Method. View historical performance data. Set price alerts for specific stocks. Analyze market conditions and make investment decisions.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.
Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.
Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Manage tasks by setting priorities, assigning users, and attaching files or photos. Track projects from one interface with visual KPIs and smart notifications. Customize structure, assign managers, and monitor goals and portfolios.
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Analyze stock, ETF, and CFD market data using AI. Identify investment opportunities without commissions. Set up watchlists and track performance. Receive real-time alerts and news. Place trades and manage portfolios directly.
Calculate investment growth with customizable parameters like initial amount, interest rate, and time. Estimate future value and track compound interest over time.
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Track and document property inspections with photo and note features. Log asset details and generate reports. Share findings with team members and update maintenance tasks. Integrate with property management systems for real-time data access.