Group your holdings

Create custom groups of holdings and compare their performance.

Separate your funds, stocks, and cryptocurrencies to stay in control of asset allocation.

Compare everything with anything

Compare your portfolio and groups against stocks, ETFs, and funds.

Check return percentage or simulate purchases based on your cost over time.

Get a clear picture of your contributions

See historical transactions and how they affected the value of your portfolio.

Know why things changed

Investigate spikes, see historical news headlines for any of your holdings.