Master your wealth across your brokers, in one secure place.
See your entire wealth in one place. Drag, drop, and understand your risk.
Bank-grade privacy. Zero inference warehousing.
Brokers. 19 dedicated adapters, including Trading 212, Interactive Brokers, Freetrade, Charles Schwab, and Ghostfolio. Other CSVs use Smart Import.
Sign-in. Google or Microsoft. Optional Drive or OneDrive folder you own.
Models. Cloud Auto (Gemini, then OpenAI) or OP-Hosted Sovereign.
Import your portfolio (Free)Drop your broker CSV here — parsed locally in your browser for this demo.
Instantly spot overweight positions with the allocation heatmap.
Annualized return and volatility help you see whether your risk matches your goals.
