Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
The app provides access to client account information, market data, and trading capabilities. Users can view account details, contact clients, and monitor market shifts with real-time information.
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Track portfolio performance and analyze stock data
Chat about stocks or portfolios to get data-backed insights. View live charts and fundamentals. Connect portfolios to analyze performance, identify risks, and improve diversification.
Track cryptocurrency prices in real time. View performance and individual coin details. Set price alerts and receive market updates. Monitor transactions and manage multiple crypto assets. Sync with exchange accounts for accurate data.
View monthly account balances across 162 currencies and 8000+ cryptocurrencies. Track income and monitor financial overview without requiring an account or personal data.
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.
Track net worth for alternative investments like precious metals and cryptocurrencies. Record transactions, calculate gains and losses. Input asset quantities to start tracking from any date.
Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
Track cryptocurrency prices and market trends with real-time from . View trading volumes and analyze price movements. Set price alerts and receive notifications. Explore detailed project information and community discussions.