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.
Check account balances and review transactions. Transfer funds between linked accounts and schedule future transfers. Manage loans, credit cards, and mortgages. Set up alerts and view payment history. Deposit checks via photo. Lock cards remotely.
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
