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.
Track cryptocurrency prices and portfolio performance. View market charts, capitalization, and trending tokens. Add notes and save portfolio details. Refresh data automatically. Access widgets for quick insights. Monitor price changes in real-time.
Track stock prices and company performance with interactive graphs and watchlists. Receive news and event alerts. Download reports and presentations. Calculate ROI using an investment calculator. Sync annual and quarterly financial data.
