Sync balance directly from your finance and investment Apps
Real-time tracking of over 150,000 global stocks.
Track over 8000 crypto tickers, wallets, and exchanges in real-time.
Connect over 11,000 banks and brokerage accounts
Automated Net worth Tracking
Automated liabilities tracking; credit cards, loans & more
Manage portfolio beneficiaries; create a deadman’s switch
Unlimited storage space for vital documents
Monthly reports on portfolio and asset history.
Data is live and current.