Group your holdings
Create custom groups of holdings and compare their performance.
Separate your funds, ETFs, and stocks 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.