Connect every brokerage, measure return without cash-flow distortion, and see the risk sitting behind it — in one workspace.
The same reconciliation, the same numbers, whichever screen you check them on. These are screenshots of the running product, not mockups.
Every view below is the live product running on sample data — the same tables, the same math. Switch views and see exactly what you get before you request access.
Most of it is NVDA and AAPL held twice — once at Fidelity, once at Schwab. Netting the duplicates changes your beta more than any trade would.
Deposits and withdrawals distort every simple return number. We reconstruct the full cash-flow history, then report time- and money-weighted return side by side — against your chosen benchmark, over every available window.
{{ st.body }}
Broker connections run through OAuth on the backend. Tokens are encrypted at rest, read-only by default, and the browser only ever receives computed analytics — never a key, secret, or password.
Seats are released in small batches so every connected portfolio gets reconciled properly. Tell us where you hold accounts and we will send an invite.
