multi-custodian portfolio aggregation
Automatically connects to and consolidates investment accounts across multiple brokerages, retirement accounts, and alternative investment platforms into a single unified dashboard. Eliminates manual data entry by securely pulling real-time account data from disparate custodians.
real-time portfolio performance tracking
Calculates and displays real-time performance metrics across the entire aggregated portfolio, including gains/losses, returns percentages, and performance attribution by asset class or holding. Updates continuously as market prices change.
retirement account aggregation and analysis
Specifically aggregates and analyzes retirement accounts including 401(k)s, IRAs, Roth IRAs, and other tax-advantaged accounts. Provides retirement-specific insights and consolidates retirement savings across multiple employers and institutions.
portfolio export and reporting
Generates comprehensive portfolio reports and exports data in standard formats for external use, tax filing, or advisor consultation. Allows users to download portfolio snapshots and detailed performance reports.
freemium feature access and premium tier management
Manages access to core portfolio aggregation and tracking features in the free tier, with premium features gated behind subscription. Allows users to upgrade to premium for advanced capabilities like tax optimization and detailed reporting.
target allocation monitoring and alerts
Allows users to set target asset allocation percentages and continuously monitors portfolio drift from those targets. Generates real-time alerts when allocations deviate beyond specified thresholds, enabling proactive rebalancing decisions.
automated rebalancing recommendations
Analyzes portfolio drift and generates specific, actionable rebalancing recommendations that show exactly which trades to execute to return to target allocation. Provides trade-by-trade guidance without requiring manual calculations.
asset class and holding-level performance attribution
Breaks down portfolio performance by asset class, sector, or individual holding to show which investments are driving gains or losses. Provides granular visibility into performance contribution at multiple levels of detail.
+5 more capabilities