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.
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)