Track year-round and connect bank accounts for personalized tax guidance. Automatically identify tax breaks and file with IRS and all 50 states. Support for W-2, 1099, investments, and 300+ credits and deductions.
View and categorize card purchases and receipts. Capture expenses with receipt scanning. Approve or reject expense requests. Track spending patterns and set spending limits. Receive notifications for transactions and approvals.
Track filings, analyze data, and manage portfolios
Track SEC filings with live notifications for personalized watchlists of companies and forms. View details, download documents, and set reminders for deadlines. Analyze trends and compare filings across securities.
Analyze market trends using AI-driven insights. Access real-time data from top investors and insiders. Generate trade ideas based on public disclosures. Set customizable alerts for market changes.
Calculate estimated pay based on service years, rank, and branch. Input personal data to generate pay estimates. Securely store information without tracking or sharing. Provide detailed breakdowns of benefits and calculations.
Track real-time market data and charts. Place paper trades for stocks, ETFs, options, and futures. Access actionable financial information and practice strategies from a mobile device. Manage account settings and monitor trade history.
Scan by photo or file to extract merchant, total, tax, and date. Organize with folders, tags, categories, and notes. Track expenses, create budgets, and generate tax or reimbursement reports.
Portfolios by investing in a basket of stocks with a specified percentage weight. Track performance of copied portfolios. Publish your own portfolio for others to . Set up alerts for portfolio changes. Share portfolios via social media platforms.
Find unclaimed class action money based on purchase history. Check eligibility for claims. Submit claims and track payment status. Receive notifications about new settlements.
Track expenses with scanning and automatic data extraction. Categorize transactions and generate tax deductions. Export reports and sync with accounting software. Claim tax refunds efficiently. Manage income and expenses in one place.
Track value changes with real-time intraday updates and profit/loss calculations. Log transactions with prices and dates. Monitor dividend and earnings with detailed data. View accurate charts for all investments.