See what your investments actually earned
Connect every brokerage, research any stock, and backtest any strategy. With money-weighted returns that show exactly how your portfolio performs.
All your accounts. One view.
Connect all of your brokers. Stocks, ETFs, crypto, cash — everything aggregated automatically with institutional-grade data normalization.
Fidelity
42 holdings
$127,450
Schwab
18 holdings
$89,200
Robinhood
7 holdings
$34,100
Coinbase
5 holdings
$33,569
Live Pricing. Real insight.
Real-time prices, gain/loss, cost basis, and custom metrics across every holding. Group by sector, account, or any custom tag. Build the views that matter to you.
Real-Time Quotes
Intraday live pricing for Stocks, ETFs, Mutual Funds, and Crypto.
Extended Hours
Track your gains during pre-market and after-hours trading.
Customizable Views
Personalize your dashboard with the metrics and layouts that matter to you.
TOTAL MARKET VALUE
$230,082.00
$37,482
(19.5%)
TODAY
$1,187.00
(0.5%)
HOLDINGS
10
MARKET VALUE
$230,082.00
COST BASIS
$192,600.00
GAIN/LOSS
+$37,482.00
RETURN
+19.46%
1-DAY
+$1,187.00
1-DAY %
+0.52%
Symbol | Qty | Price | Value | Weight | G/L $ | G/L % | Day G/L $ | Day % |
|---|---|---|---|---|---|---|---|---|
AAPL | 140 | $349.00 | $48,860.00 | 21.2% | +7,860.00 | +19.20% | +312.00 | +0.64% |
MSFT | 89 | $451.00 | $40,139.00 | 17.4% | +5,639.00 | +16.30% | +280.00 | +0.70% |
NVDA | 250 | $138.00 | $34,500.00 | 15.0% | +8,500.00 | +32.70% | +620.00 | +1.83% |
GOOGL | 166 | $177.00 | $29,382.00 | 12.8% | +4,582.00 | +18.50% | -140.00 | -0.47% |
AMZN | 120 | $195.00 | $23,400.00 | 10.2% | +3,600.00 | +18.20% | +110.00 | +0.47% |
TSLA | 100 | $178.00 | $17,800.00 | 7.7% | +1,700.00 | +10.60% | -390.00 | -2.14% |
META | 23 | $617.00 | $14,191.00 | 6.2% | +2,991.00 | +26.70% | +205.00 | +1.46% |
BRK.B | 20 | $410.00 | $8,200.00 | 3.6% | +1,000.00 | +13.90% | +60.00 | +0.74% |
JPM | 30 | $237.00 | $7,110.00 | 3.1% | +910.00 | +14.70% | +85.00 | +1.21% |
V | 20 | $325.00 | $6,500.00 | 2.8% | +700.00 | +12.10% | +45.00 | +0.70% |
True performance. Not distorted by cash flows.
We identify deposits and withdrawals automatically, then calculate money-weighted returns so you can see what your accounts and total portfolio actually earned.
Cash Flow Detection
Deposits, withdrawals, and real performance
01
Detect transfers
Classify deposits and withdrawals so contributions do not inflate returns.
02
Track balances
Build account and portfolio value over time across linked institutions.
03
Measure results
Report gain/loss and MWR with clean, cash-flow-aware math.
Name | Amount | Date | Type |
|---|---|---|---|
$20,000.00 | Jan 22, 2024 | Deposit | |
-$8,400.00 | Jan 24, 2024 | Buy | |
$214.00 | Mar 15, 2024 | Dividend | |
$16,000.00 | Jul 8, 2024 | Deposit | |
-$9,100.00 | Jul 10, 2024 | Buy |
Gain / Loss $
$54,323
$18,323
Includes deposits - Inflated
Growth after stripping out cash deposits
Gain / Loss %
32.4%
10.9%
Includes deposits - Inflated
Accurate increase over account cost basis
Net Deposits
Unkown
$36,000
Cash flows not yet identified
Cash flows detected & credited
Money-Weighted Return
32.4%
9.9%
Cash flows required
Heavier weighting for higher cost basis periods
Ask your portfolio anything.
A built-in AI assistant with live access to your holdings, market news, performance history, and risk metrics.
Deep research. At your fingertips.
Interactive price charts, fundamental data, valuation ratios, dividend history, analyst estimates — all built in. No more switching between five different tabs.
P/E Ratio
28.4x
TTM
Market Cap
$3.2T
Large Cap
Div Yield
0.51%
Quarterly
52w High
$237.23
+12.4% YTD
Backtest ideas. Before you invest.
Build portfolios, set allocations, pick a benchmark, and run historical backtests instantly. Compare returns, risk, drawdown, and dozens of metrics side by side.
CAGR
+15.26%
Sharpe
0.61
Max Drawdown
-33.34%
Win Rate
65.31%
Powerful tools, accessible pricing
Start free. Upgrade when you need more.
Free
$0
Forever — no credit card
✓ Manual portfolio tracking
✓ End-of-day prices
✓ Fundamentals
✓ Money-weighted returns
✓ 1 backtest portfolio
Investor
$4.99/mo
$9.99
First 1,000 members — locked in for life
✓ Everything in Free
✓ Brokerage connections (up to 25)
✓ Fidelity, Schwab, Robinhood, Coinbase, and more
✓ Real-time prices
✓ Unlimited backtesting
✓ Dividend tracking
✓ Fund Holdings
Professional tier coming soon — Investor users get first access and locked-in pricing.
Ready to take control of your portfolio?
Join our waitlist to be the first to know when we launch.