The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Analyze stock market data with real-time quotes and interactive charts. Assess sentiment using AI-driven fear and greed indices. Track popular stocks and receive intelligent recommendations.
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
