What you actually own. Why it moved. What to do next.
AI-native portfolio tracker. Instead of charts and spreadsheets, have a conversation with your investments.
Product pillars
Connect any broker
Link your brokerage and crypto exchange accounts in read-only mode. One view across currencies, asset classes, and providers.
AI-explained moves
Ask why your portfolio moved, what changed this week, or what-if scenarios — in plain language, with the data behind the answer.
Honest insights, no churn
Proactive notices when something matters. No gamification, no fake urgency, no hidden upsells — just signal.
Read-only by design. We never place trades or move funds — our access is physically limited to reading your positions.