Launching soon

Track your portfolio the way a portfolio manager would.

Sync once. Get Sharpe, Sortino, Jensen's Alpha, rolling beta, drawdown analysis, and S&P 500 benchmarks, all computed from your actual transactions, not ticker approximations.

See a demo portfolio
No spam · We'll email you the day it goes live · Founder pricing for the first 100 to subscribe
Syncs with 20+ brokerages
FidelityFidelity
RobinhoodRobinhood
SchwabSchwab
E*TRADEE*TRADE
WebullWebull
Interactive BrokersInteractive Brokers
+ 16 more
Securely connected viaSnapTrade
The metrics that matter

Institutional risk & performance, live in your browser.

Cumulative return benchmarked to SPY. Rolling Sharpe, Sortino and Calmar against "very good / good / acceptable" thresholds. Drawdown analysis. The same views portfolio managers actually use.

Pricing

Try Pro free for 14 days. Then keep what works for your portfolio.

Every account starts with a 14-day Pro trial, no card required. Stay on Pro at founder pricing or roll into the Free plan automatically when the trial ends.

Free
$0/mo
No credit card · Forever free

Where you land after your trial if Pro isn't for you. Track one portfolio by hand with the same risk analytics. Perfect for a simple long-term account or paper-trading.

  • 1 manual portfolio
  • Up to 15 holdings
  • Log buys, sells, dividends & cash flows
  • Daily price refresh
  • Sharpe, Sortino & drawdown analytics
  • S&P 500 benchmark
  • Snapshot portfolio sharing
Join the waitlist

Auto-converts to Free after your 14-day Pro trial · No card required

Founder pricing · First 100 subscribers
Pro
$8.25/mo$9.99
Billed $99 / year

Connect every brokerage you use, sync automatically, and unlock the full historical reconstruction engine across unlimited holdings.

  • Everything in Free
  • Unlimited brokerage connections
  • Up to 5 manual portfolios
  • Unlimited holdings
  • Automated daily sync
  • Full historical backfill
  • Advanced risk analytics (VaR, rolling beta, alpha)
  • Live shareable portfolio links
  • Priority email support
Join the waitlist

Founder pricing locks in for the life of your subscription

Read-only brokerage access via SnapTrade. We never see your credentials and can't place trades. Cancel from your account in two clicks. Founder pricing ends after the first 100 subscribers.

Be first in line when we launch.

Drop your email and we'll let you in the day we go live. The first 100 people to subscribe lock in founder pricing for life.

No spam · Unsubscribe anytime · Read-only brokerage access via SnapTrade