AAPL+1.24%BTC+3.87%ETH+2.15%MSFT+0.92%TSLA-0.43%VOO+0.67%NVDA+2.31%SOL+5.12%AAPL+1.24%BTC+3.87%ETH+2.15%MSFT+0.92%TSLA-0.43%VOO+0.67%NVDA+2.31%SOL+5.12%
Live portfolio tracking

Your wealth,
one dashboard.

Track net worth, portfolios, dividends, and FIRE goals across stocks, crypto, real estate, and pensions — with live prices and multi-currency support.

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0+
Asset Types
0
Currencies
0
FIRE Strategies
Total Net Worth
CHF 0
This Month
+3.2%
JanFebMarAprMayJunJulAugSepOctNovDecNow
Stocks
CHF 215K
+4.1%
Crypto
CHF 52K
+8.7%
Real Estate
CHF 180K
+0.3%
Pension
CHF 40K
+1.2%

Everything you need to build wealth

From daily portfolio tracking to long-term FIRE planning — all your financial tools in one place.

Monthly snapshots & historical trends
Multi-portfolio management & sharing
Multi-currency with live FX rates (EUR, USD, CHF, GBP, SGD)
Live stock prices via Yahoo Finance & crypto via CoinGecko
Asset allocation breakdown with rebalancing suggestions
Country, industry & sector exposure analysis
Sharpe ratio & risk-adjusted performance metrics
AI-powered portfolio analyst chat
YTD & all-time dividend summaries
Auto-sync dividends from connected brokers
Monthly & yearly dividend visualization
Dividend payment notifications & alerts
Traditional, Coast, Barista, Lean, Fat FIRE & Die With Zero
Monte Carlo simulations for retirement confidence
Income phase modeling & life event impact analysis
Projected retirement age & progress tracking
Interactive Brokers (IBKR) live connection
CSV import/export for assets, liabilities & transactions
Automatic trade & position synchronization
Portfolio sharing with view, edit & admin permissions
Realized & unrealized gains with FIFO cost basis
Financial goals with progress tracking & deadlines
Recurring transactions (daily, weekly, monthly, yearly)
Price alerts with custom above/below triggers
AI-powered portfolio analyst with conversational chat
CSV import/export for assets, liabilities & transactions
Portfolio sharing with granular permissions
Custom price alerts and notification preferences
Tax reporting with realized/unrealized capital gains
Recurring transaction scheduling & automation
Interactive Brokers & Polymarket connections
Financial goal tracking with progress & deadlines
Balance confirmation & monthly snapshot history
Investing 101 educational content & glossary
Asset & liability history tracking over time
Secure authentication & per-user data isolation

Take control of your
financial future

Join and start tracking your wealth journey today. Free, private, and powerful.

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