AI Portfolio Analyst
Let AI guide your journey to financial freedom — smarter investing at a fraction of traditional advisor costs.


Let AI guide your journey to financial freedom — smarter investing at a fraction of traditional advisor costs.
Never miss out — our AI Portfolio Analyst tracks your investments 24/7, delivering news summaries, actionable insights, and smart alerts tailored to your unique portfolio and risk profile.
You can’t improve what you don’t measure. Start tracking your net worth performance precisely and reach your financial goals faster.
Ask our AI for a second opinion on your investment strategy. It breaks down complex financial concepts into simple, actionable explanations, empowering you to make better-informed decisions.
Our AI Portfolio Analyst delivers clear, actionable answers to these questions and more.
“Never depend on a single income. Make investments to create a second source”
Track Stocks, ETFs, Real Estate, Crypto, Bonds, and Startups — all in one place. Gain access to accurate performance metrics used by professional investors.
Analyze your complete portfolio across public and private assets, industries, and countries.
View all your credit cards, loans, and mortgage in one place and never miss a payment.
Track your net worth to stay laser-focused on achieving your financial goals.
Managing your investments has never been easier!
High fees: up to 1% of your portfolio annually.
Conflicted: push high-margin products, AUM-focused.
Offline: limited availability, basic reporting.
Flat pricing: start free, all features for $14.99/mo. 10-100x cheaper vs traditional advisor.
Independent: prioritizes your total net worth performance.
Digital: 24/7 access, automated tracking of all assets & debts.
Achieve your financial goals faster.