Live net worth
Dashboard with multi-currency totals, dated FX, allocation, movers, and insight cards.
Multi-country portfolio tracker
One view of your wealth, across markets
Live net worth in your chosen currency, smart document import, and a LendenClub workbook—plus Ask answers grounded in your ledger, never invented numbers.
Read-only AI · Row-level security · Descriptive insights, not advice
Get started with Google
Free for your portfolio · Google sign-in only
Holdings across accounts
Unified holdings with live prices and day change—stocks, ETFs, crypto, and India asset types. Link US/CA banks via Plaid.
AI smart import
Upload CSV, Excel, PDF, or images; review classified rows before anything hits your ledger.
Gmail document inbox
Read-only Gmail sync for bank/broker attachments; unlock password PDFs; LenDenClub .xlsx auto-imports too.
LendenClub workbook
Excel-style P2P tabs—portfolio, ledger, reconciliation, returns, daily P&L—with manual or email import.
Ask (grounded AI)
Natural-language Q&A via read-only portfolio tools—figures shown alongside every answer.