Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.
Analyze real estate deals with AI-powered insights on cash flow, ROI, and cap rates. Evaluate rentals quickly with accurate data. Save time by running financial calculations in minutes. Track expenses, financing, and profit in one platform.
Team members can make purchases using physical or virtual company cards. They can snap receipts to log expenses. They receive immediate reimbursements without waiting for manual approval.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Track and analyze ETFs with real-time data and AI-driven buy/sell recommendations updated three times daily. View detailed performance analytics, compare ETFs, and identify top-performing options for various investment strategies.
The app projects annual dividend income with confidence scores and a month-by-month payment calendar. It tracks user holdings, discovers new investments, and manages unlimited portfolios across global markets, synced securely to all devices.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.
Track work with tap-to-clock-in and break logging. Manage projects by assigning tasks and setting deadlines. Collect data for payroll and invoices through logs and expense tracking. Sync across devices and generate reports for payroll and billing.
Trade stocks, ETFs, and options with zero commission. Open brokerage and IRA accounts without minimum deposits. Invest in individual stocks or ETFs starting at $5. Set up recurring investments aligned with market benchmarks.
Track prices and portfolio performance with real-time data. Import CSV files from any broker. Compare and data. Sync portfolios securely with major brokers. Integrate with TipRanks SmartScore for analysis. Share and export data directly.