All-in-One Portfolio Tracking with Powerful Insights

Our portfolio tracker allows you to view and analyze all your financial accounts in one place, powered by IBKR.

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All your financial accounts in one place

Consolidate your financial accounts, track each account’s performance and activity, and explore a comprehensive set of tools for analyzing your entire portfolio and planning for the future. Whether you’re new to investing or a seasoned trader, use our portfolio tracker to view all your accounts from a single dashboard.

  • Checking and Savings Accounts
  • Certificates of Deposit (CDs)
  • Credit Cards
  • Money Market Accounts
  • Brokerage Accounts
  • Other Assets and Liabilities
  • Real Estate (via Zillow – Zestimate)
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