Product
Every 8FIGURES feature, in one place
AI investment agents and multi-asset trackers that help you see, understand, and act on your entire net worth.
Open 8FIGURESAI Agents
A team of AI specialists that review your portfolio and explain what may matter.
AI Investment AdvisorData-driven guidance on risk, diversification, and rebalancing across your portfolio.ExplorePortfolio ManagerSee where your allocation has drifted from target across connected accounts.ExploreResearch AnalystGo deeper on the stocks you own — fundamentals, peers, valuation, and fit.ExploreRisk OfficerReviews concentration, correlation, liquidity, and downside risk across your holdings.ExploreTax AdvisorPlain-language tax education from cited sources, with a CPA handoff.ExploreFinancial PlannerConnects your net worth, savings, and time horizon to your financial goals.Explore
Trackers
One dashboard for every asset class you own, public or private.
Stock TrackerPositions across global exchanges — real-time P&L, dividends, and IRR.ExploreBond TrackerYields, coupons, maturities, duration, and cash-flow analysis for fixed income.ExploreCrypto TrackerTrack wallets alongside stocks, bonds, and every other asset class.ExploreReal Estate TrackerProperty value, rental income, leverage, and levered / unlevered IRR.ExploreAngel Investment TrackerStartup equity, SAFEs, and convertible notes — connect Carta to auto-update.ExplorePrivate Fund TrackerLP stakes in VC, PE, and private credit — capital calls, TVPI, DPI, IRR.ExploreNet Worth TrackerEvery asset class in one place — stocks, crypto, real estate, funds, and cash.ExplorePortfolio AnalyzerAnalyze every account and asset class with AI rebalancing suggestions.Explore
Business
8FIGURES for the advisors and family offices who report to clients.