Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
