See how all your investments & RSUs are actually doing.
Upload a CSV from any broker and AI insights translate your P&L, your RSU vests and every bit of finance-speak into what it actually means for you.
Import from any broker that exports a CSV — or a PDF, a photo of your statement, or add trades by hand.
Your data stays yours.
We never connect to your brokerage accounts. You upload a CSV export, and nothing is stored without your permission.
No open banking, no brokerage logins, no read-only tokens to revoke later.
Your file is processed in your browser. Your broker credentials never touch us.
Save what you want to keep. Remove an import — or your whole account — in one click.
One clear view. No clutter, no confusing charts.
All your accounts, one number
Every brokerage account and your RSU plan in one total, in CAD or USD — Questrade, IBKR, Schwab, Wealthsimple and more. Each holding appears once, however many accounts it is spread across.
Know what's working, and what it means
Your best and worst positions, whether losses are outrunning wins, how much of you rides on one company — each one written out in a sentence, with the “so what” underneath. No glossary required. Ask a follow-up in the same breath.
A weekly check-in
What changed, your best and worst trade, one habit to stop and one to repeat. Five minutes, then get on with your week.
Equity comp, finally legible
Where every granted share went — vested, sold at vest for tax, moved to a broker, still to come — plus your ESPP and what is left to vest.
Under a minute, start to finish.
Start free. Stay free, if that's all you need.
The things people ask first.
No — and you can't. There are no logins, tokens or open-banking connections. You export a CSV (or PDF, or a photo of a statement) and upload it yourself.
Ready to finally understand your portfolio?
It's free, it's private, and it takes under a minute to start.
Create a free accountQuestions?
Ask about a broker we haven't listed, tell us about something that isn't working, or say what you'd like the app to do next. A real person reads these.