View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Upload charts for stock, forex, or crypto analysis. Receive technical insights, pattern recognition, and signals instantly. View historical data and compare price trends. Set custom alerts for price changes. Export analysis reports for later review.
Track trading performance with AI-driven analytics including performance summaries, profit/loss trends, win rates, and pattern detection. Import from supported brokerages. Use natural language chat to ask questions.
