Add account
Add what you own

Bring in what you own

Read-only. Never trades or moves money.

Bring your money in

No account needed to start.

Example portfolio

BX, AAPL, NVDA, JPM, AMZN and SPY at real closing prices.

Or upload your Robinhood statement

Robinhood's account activity report, as a CSV, from the day the account opened. Shares are counted from its buys, sells and splits.

Read in your browser. Only the tickers and share counts go on, to be priced and checked.

Type what you own

Ticker and shares.

TickerSharesPriceValue

Add a crypto wallet

Needs the full app to read a wallet's balance.

Everything else you own

A home, a 401(k) or an IRA.

Add a home

Needs the full app: the estimate comes from our server.

A ZIP code works too. An estimate, never a price.

Add a 401(k) or IRA

Needs the full app: the fund is matched on our server.

A ticker like FXAIX works best.

Add a Blackstone fund

Needs the full app: it's priced from its filings on our server.

Blackstone real estate fund. Priced monthly.