Now in beta
AI-Powered Portfolio Tracking
Import any brokerage CSV, track live prices, and get AI analysis of your portfolio — all in one place.
Everything you need to track your portfolio
Powerful features built for modern investors.
Smart CSV Import
AI parses any brokerage format automatically
Live Price Tracking
Real-time quotes with automatic FX conversion
AI Portfolio Analysis
Get insights powered by Claude AI
Multi-Currency
Track portfolios in EUR, USD, GBP, and more
Dark Mode
Beautiful interface, day and night
Privacy First
Your data stays yours, no third-party sharing
How it works
Get started in three simple steps.
1
Upload your brokerage CSV
Export a CSV from any brokerage and upload it. Our AI handles the rest.
2
AI parses and resolves your holdings
Automatic ticker resolution, position matching, and data normalization.
3
Track performance and get AI insights
Live prices, performance tracking, and AI-powered portfolio analysis.
Simple, transparent pricing
Start for free, upgrade when you need more.
Free
Perfect for getting started
$0/month
- 1 portfolio
- 10 holdings
- Basic price tracking
- CSV import
Pro
PopularFor serious investors
$10/month
- Unlimited portfolios
- Unlimited holdings
- AI portfolio analysis
- Priority support
- Advanced FX conversion
- Export reports