Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
Manage finances by organizing transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. View and save monthly statements.
Set up alerts for balance thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. View and save monthly statements. Track spending and budget categories.
Remit funds, withdraw cash, request money, and transfer funds. Purchase goods and services, pay utility bills, and manage account transactions. View balance and transaction history.
The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.