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.
The app allows users to manage daily cash income and outgo, bank, and credit card accounts. It supports multiple accounts, transfer transactions between assets, and provides daily, weekly, monthly, and annual reports.
Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.
