Fragmented portfolios
The same exposure can be spread across several accounts and owners.
Features / Holdings / Stocks & SharesBeyond the balance.
How are our investments doing?
Beyond the balance.
Into the holdings.
Portfolio tracking should be about understanding your investments, not maintaining another price spreadsheet. Bring supported portfolio documents in with AI assistance and refresh supported instrument prices through the finance API.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Unclear movement
A higher balance could mean a contribution, a price change or reinvested income.
Missing context
A price without a currency, timestamp or source can be misleading.
LESS REKEYING. LESS UPKEEP.
Let the tools do more
of the repetitive work.
AI-assisted portfolio setup
Extract holdings from supported statements, images or spreadsheets into a draft. Review the positions, currencies and totals before applying them.
Finance API price refresh
Refresh supported instrument prices through the market-data integration instead of typing prices into a spreadsheet.
Updates without starting over
Use the portfolio import and reconciliation workflow for supported valuation updates. Check what is changing before you apply an updated document.
HOW IT HELPS
From scattered details
to useful context.
Import supported portfolio documents with AI assistance and refresh supported market prices through the finance API. Understand your holdings with less manual upkeep.
Read the support guide- 01
Bring in your holdings
Use a supported document or spreadsheet to prepare a portfolio import, or enter positions manually. Review extracted details before applying.
- 02
Refresh supported prices
Use linked-value refresh to update priceable instruments through the finance API. Check timestamps and exceptions instead of assuming every price is current.
- 03
Understand the movement
Review positions and portfolio history alongside contributions and income. A higher balance is not automatically an investment gain.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app