Your money,
all in one place.
Connect US banks, brokerages, and Zerodha. Track net worth, spending, and portfolio performance — with insights that actually help.
Works with 12,000+ US institutions · Indian markets via Zerodha
Total Portfolio Value
$215,349.45
Features
Everything in one dashboard
Built for investors who want the full picture — without the complexity.
Connect everything
Link 12,000+ US banks and brokerages via Plaid & Teller, or connect Zerodha for Indian markets.
Net worth & holdings
See your investments, cash, and liabilities together. Live positions pulled straight from your institutions.
Spending tracker
Automatic transaction categorization by month. Top merchants, category breakdowns, and daily trends.
Smart insights
Month-over-month comparisons, savings rate tracking, 3-month spending forecast, and personalized tips.
Read-only & secure
Plaid and Teller provide read-only access. Your credentials never touch our servers.
Manual import
No broker connection? Upload a CSV or enter holdings manually. Supports mixed portfolios.
Works with your existing accounts
via Plaid · Teller · Zerodha
Know where you stand, every day.
Connect your accounts once. Track net worth, spending, and investments in a single unified view.
Create free account