View portfolio, access reports, subscribe to investments
View portfolios with -time snapshots. Access distribution statements and update reports. Subscribe to new investments. Manage subscriptions and track performance metrics. Export reports and set reminders for updates.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
