AI portfolio analyst

See your full picture

Aggregate all your investment accounts — brokerage, retirement, crypto, and more — into a single, unified view. No more logging into five different apps to understand your portfolio.

Know what to expect

Track real-time performance, analyze asset allocation, and project future growth. Understand where your money is, how it's performing, and where it's headed.

Test changes before you make them

Simulate rebalancing, new contributions, or liquidations before committing. See how changes impact your allocation, projected returns, and risk — all before you make a single trade.

Ask your portfolio anything

Go beyond dashboards. Ask Hiro to explain your exposure, compare scenarios, or find optimization opportunities — all in plain language, powered by AI that understands your full financial picture.

Private and secure

Best in class privacy and security

Encrypted

Your data is encrypted while it is stored and when in transit to and from our servers.

Anonymized

We use aggregated and anonymized data for internal analytics and business purposes.

Secure

We do not see or store your bank login credentials. We use Plaid to connect to financial institutions.