Real-Time Charts for your Assets, Liabilities and your Net Worth.
See how your net worth grew over time. See which assets appreciated the most. See how your debts came down. Keep an eye on your asset allocation.
Invite Anyone with a Stake in Your Financial Life
Keep your financial health and your financial goals perfectly in view for the people who matter. Share a read-only link of your portfolio with your Investment Advisor, your CPA, or your Estate and Financial Planner, when applying for loans, or with your household.