From simple tracking to full portfolio intelligence
Understand real performance across every investment — public, private, and alternative. No credit card required. Cancel anytime. 14-day free trial.
This includes:
- Bank-level encryption in transit and at rest (AWS)
- Track unlimited investments and portfolios
- Unlimited holdings and transactions
- Unlimited data imports via CSV and spreadsheets
- XIRR, Cash-on-Cash, Equity Multiple, and CAGR
- Real-time performance tracking and reporting
- Asset allocation insights by class, sponsor, and entity
- Expected vs. actual performance tracking
- Investment-level performance details
- Net cash flow and returns tracking
- Equity holdings by stock exposure and market value
- Location-based portfolio analytics
- AI portfolio insights (75,000 token limit)
- 5 investment + 5 bank/loan/credit connections (10 total)
- 24/7 support
Most popular
Everything in Newbie, plus:
- Higher AI insight limits (250,000 tokens)
- Unlimited bank, loan, and credit card connections
Recommended
Everything in Tracker, plus:
- Unlimited AI portfolio insights
- Expected returns and future return projections
On the Optimizer roadmap
- Risk benchmarking vs. a 60/40 portfolio
- Share access with unlimited external users
Start tracking your portfolio in minutes. See your full investment picture today.