Seamlessly Connect Your Broker Accounts

Link all your investment accounts in minutes and manage your entire portfolio in one place. No manual updates—just effortless tracking and insights.

All Your Accounts, One Dashboard

No more switching between platforms to see your full portfolio. Link your broker accounts to consolidate all your investments into a single, easy-to-use dashboard for a complete financial picture.

  • Integrate with leading brokers like Robinhood, Vanguard, and more.
  • View your entire portfolio, including stocks, ETFs, and crypto, in one place.
  • Simplify portfolio management with automatic syncing.
A dashboard displaying total portfolio value, allocation breakdown, and holdings pulled from multiple connected brokers. Include icons of popular broker logos (e.g., Robinhood, Vanguard, Kraken).
A step-by-step visual showing a user connecting a broker account. Include visuals of a user entering their credentials and a confirmation screen showing "Account Linked Successfully.

Connect in Minutes, Stay Updated

Getting started is simple—select your broker, log in securely, and watch your portfolio update automatically. Say goodbye to manual data entry and enjoy seamless syncing across all your accounts.

  • Simple step-by-step account linking process.
  • Automatic syncing ensures your portfolio stays current.
  • Secure login to protect your financial data.

Your Security is Our Priority

Our integration process is built with the highest security standards to ensure your financial data stays protected. Enjoy peace of mind knowing your accounts are safe.

  • Bank-level encryption for secure connections.
  • No sensitive data stored—your privacy is guaranteed.
  • Trusted by thousands of investors worldwide.
A pie chart and bar graph showing combined portfolio allocation across multiple accounts, with a breakdown by broker and asset class.