YourAI-PoweredInvestment Advisor
Track your portfolio, analyze performance, and get AI-driven insights — all in one place.
Everything you need to invest smarter
A complete toolkit for modern investors — from portfolio tracking to AI-driven decision support.
Multi-Asset Tracking
Manage stocks, ETFs, cash, and fixed deposits across multiple accounts and currencies in one unified view.
AI-Powered Insights
Chat with AI about your portfolio. Get analysis, rebalance suggestions, and risk assessments powered by Claude, GPT, and more.
Performance Analytics
Track returns with benchmark comparisons, contributor analysis, and real-time market data with automatic FX conversion.
Privacy First
Keep data 100% local on your device, or sync to the cloud for cross-device access. You choose — your data, your rules.
Workspace Sharing
Share portfolios with family or advisors. Role-based access control lets you collaborate while staying in control.
Broker CSV Import
Import holdings from Futu, Schwab, IBKR, and more with preset parsers. Get your portfolio set up in minutes.
See it in action
A comprehensive dashboard for managing your portfolio, tracking performance, and chatting with AI.
Portfolio Overview
Holdings Detail
Dashboard Analytics
AI Advisor Chat
Simple, transparent pricing
Start free. Upgrade when you need cloud sync, sharing, and AI features.
Free
For individual investors getting started
Pro
For serious investors who want the full power
Frequently asked questions
We support Claude (Anthropic), GPT (OpenAI), Gemini (Google), Grok (xAI), and local models via Ollama. You bring your own API key — we never store or proxy your keys on our servers. All keys are encrypted with AES-256-GCM on your device.
Yes. We support CSV import with preset parsers for Futu, Charles Schwab, and Interactive Brokers (IBKR). You can also add holdings manually.
You can invite family members or financial advisors to view or manage your portfolio. Each collaborator gets role-based access (owner, editor, or viewer). Shared workspaces automatically use cloud storage for real-time sync.
We support all major currencies with real-time FX conversion. You can track assets denominated in USD, HKD, CNY, EUR, GBP, JPY, and more. Market data covers US stocks, Hong Kong stocks, ETFs, and other publicly traded securities.
The web app is fully responsive and works great on mobile browsers. A native iOS app built with SwiftUI is in development and will be available soon.
Still have questions?
We'd love to hear from you. Reach out and we'll get back to you shortly.
Start managing your
portfolio today
Free to start. No credit card required.