Free
Your performance, in context.
Time-weighted returns, benchmark overlays, allocation and a closer look at your positions.
Explore your portfolio’s possibilities.
Try the controls, hover over the charts and switch between views. These previews use fictional data; your own portfolio stays in the extension.
Pro
See what is moving your day.
Follow changes since refresh with Portfolio Pulse, explore daily contributors and switch between table, waterfall and heatmap views.
Free + Pro
Understand what is behind the numbers.
Read portfolio observations, then explore correlation, risk and stress tests with Pro.
Free + Pro
Follow your investment income.
See received dividends, monthly totals and estimated upcoming payments. Pro adds per-holding breakdowns and export.
Pro
Explore the effect of regular investing.
Allocate a recurring budget and explore scenarios derived from historical prices. Simulations are not forecasts or guaranteed returns.
