Track payments and ex-dates across multiple portfolios and currencies. View income and yield reports by month, quarter, or year. Monitor history, news, and changes affecting cash flow. Share portfolios across devices.
And manage invoices and receipts using customizable templates. Add client details, itemized lists, and totals. Generate professional PDFs and send via email. Track payments and store documents securely.
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
