Key facts

At a glance

Category

Net-worth and multi-asset portfolio tracking

Platform

Web

Free tier

Yes, no time limit

Paid from

$10 per month, or $100 per year

Billing

Stripe

Bank connections

Plaid, read-only

Payment authority

None

Encryption

End-to-end on holdings

Asset types supported

• Stocks, ETFs, mutual funds and bonds
• Cryptocurrency, via exchange and wallet connections
• Real estate, valued manually
• Precious metals
• Watches and collectibles
• Foreign exchange positions
• Arbitrary custom assets

What it does not do

• Budgeting or spend categorisation
• Tax reporting or cost-basis calculation
• Trade execution
• Managed investment products or advice

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