Portfolio Tracker A Total Picture Of Your Wealth

Your Sum Total

Powered by Morningstar

Our reports are powered by Morningstar.
The world's leading independent research provider delivered to you.

See Your Accounts, Performance & Fees

Securely link your accounts from multiple custodians & connect with world-class reports from Morningstar. Each night our engine aggregates & reconciles over $200 billion dollars in assets.

Adding Your Accounts

Adding accounts is a snap. Selectively add & manage your accounts.

  • Sunday

    Let it shine.

    A quick weekly snapshot. Asset Allocation. Performance & fees. Withdrawals, income & deposits. You are ready for Monday.

  • Monthly

    Simple. Clear. Smart.

    A transparent overview for any accounts you want to include. Itemized performance. All of your transactions & fees.

  • Cash Flow

    The Benjamins.

    A monthly snapshot. The next 12 months of projected income from your portfolio.

  • Snapshot

    Smile.

    Welcome to the club. Your first snapshot. You want details?