Three things. That's it.
You add your investments. We do everything else.
Add your holdings
Stocks, ETFs, crypto, bonds, currencies, commodities, deposits — or anything custom with manual data entry. No broker connection. You stay in control of what you share.
See real numbers
Live prices for stocks and crypto. Calculated returns for deposits and bonds. Charts that show growth over time, by asset type, by year — without you touching a spreadsheet.
Ask AI what to do next
The AI reads your actual portfolio — not a generic template. Ask it to find opportunities, compare assets, or explain what's happening. It knows what you own.
Built for people who actually invest
Live prices, always current
Stocks, ETFs, crypto — updated automatically. No manual refreshing.
Returns, not just prices
See actual gains and losses over time — per asset, by type, year by year. Including dividends.
AI that knows your portfolio
Not generic advice. The AI reads your actual holdings before it speaks.
It reads your portfolio first, then answers
Most AI tools give generic answers. Ours knows what you own, your strategy, and your risk level before it says anything.
What you can ask it
- — Find me stocks that fit my current strategy and risk level
- — What's the price of NVIDIA right now and how does it compare to my cost basis?
- — Where am I overexposed in my portfolio?
- — Explain my returns this year in plain language
Common questions
See it before you commit
A real portfolio. Real data. No signup required.
Click the demo and you're in — no email, no card. If you like what you see, creating an account takes under a minute.