INTELLIGENT
WEALTH
MANAGEMENT.

Professional portfolio management powered by AI. Track multiple accounts, optimize taxes, and make smarter investment decisions.

LEARN MORE

Free to start • No credit card required • Multi-device sync

Multi-Account

Unified Tracking

24/7

Market Monitoring

Powered Analysis

Tax

Optimization

Everything You Need

Professional-grade portfolio management tools designed for serious investors

Multi-Account Tracking

Consolidate all your brokerage accounts in one place. Schwab, Fidelity, MooMoo, and more.

AI-Powered Analysis

Get intelligent insights powered by GPT-4. Risk assessment, diversification analysis, and personalized recommendations.

Tax Optimization

Identify tax loss harvesting opportunities, detect wash sales, and generate tax reports automatically.

Real-Time Market Data

Live price updates, historical charts, and performance metrics. Stay informed with real-time data.

Smart Price Alerts

Set custom alerts for price targets and percentage changes. Get notified via email when alerts trigger.

Bank-Level Security

Your data is encrypted and secure. OAuth authentication, HTTPS encryption, and secure cloud storage.

Make Smarter Investment Decisions

Complete Portfolio Visibility

See all your investments in one place. Track performance, allocation, and gains/losses across all accounts.

Reduce Your Tax Burden

Automatically identify tax loss harvesting opportunities and avoid wash sales. Save thousands on taxes.

AI-Powered Insights

Get personalized recommendations based on your portfolio. Risk analysis, diversification tips, and more.

Never Miss an Opportunity

Set price alerts and get notified when your targets are hit. Stay on top of market movements.

NOW LAUNCHING

Join Our Early Adopters

Be among the first to experience professional-grade portfolio management powered by AI. Start building wealth smarter today.

🚀

Early Access

Get priority access to new features and shape the future of the platform with your feedback.

💎

Free to Start

No credit card required. Start with our free tier and upgrade as your portfolio grows.

🎯

Full Features

Access all portfolio management, AI analysis, and tax optimization tools from day one.

Join early adopters building wealth smarter

Ready to Take Control of Your Investments?

Start managing your portfolio with professional-grade tools powered by AI.

No credit card required • Start in minutes

INTELLIGENTWEALTHMANAGEMENT.