Investments

Your portfolio, not a separate app

Live prices, gains, and a holdings breakdown sit right next to your cash — refresh once and everything recalculates.

Live prices and gains sit right next to your cash accounts, not in a separate app.
A holdings breakdown shows exactly what's driving your portfolio's movement.
Refresh once and every number — cash and investments — recalculates together.

Portfolio value

+2.8% today

$24,180.55

VOO

12.4 sh

$5,820.10

+1.2%

AAPL

8 sh

$1,840.32

-0.4%

BTC

0.05

$3,210.00

+4.1%

Your portfolio, not a separate spreadsheet

Holdings reprice on their own — no manual quote lookup, no pasting a new price into a cell.

Cost basis and gains sit alongside your day-to-day balances instead of a separate portfolio sheet.

Refresh once and every number — cash and investments — recalculates together.

Dashboard

Total cash across chequing, savings, and credit — plus a live trend chart and budget nudges, updated the moment you add a transaction.

Transactions

Filter by type, category, or company, or just scroll — recurring bills and one-off purchases post automatically so the list stays current on its own.

Expense breakdown

Categories, budgets, and month-over-month trends recompute live — no pivot tables, no re-dragging a chart range.

Link your accounts once and watch your net worth — cash and investments — recalculate together.