Replace Your Broker.
Without Leaving Your Brokerage.

Most brokerages connect within minutes. Some brokerages like Interactive Brokers may take longer due to their own authorization processes.

Yes. We use SnapTrade for brokerage connections. The connection is read-only — we never see your login credentials, and we cannot execute trades or access your funds. All data is encrypted in transit and at rest. You can revoke access anytime from your settings.

You get 15 days of free automatic syncing. After that, your account, portfolio, and all features stay exactly the same — only the automatic updates pause until you upgrade. No credit card needed to start.

Transactions means we import your buy/sell history, enabling historical return tracking based on your actual trades. Holdings only syncs your current positions — you still get all the same analysis: backtesting, dividend projections, diversification breakdowns, and insights. Both modes are powerful.

When you connect a brokerage, we automatically sync all accounts under that login — IRA, 401(k), taxable, you name it. Our Unlimited plan lets you connect multiple brokerage logins and view everything in a unified portfolio.

Yes. You can add holdings manually or upload a CSV. You get all the same analysis, dividend projections, and insights — brokerage sync just saves you the data entry.