Dive deep into your portfolio
Improve your profitability and trading performance with detailed analytics
Daily Profit & Loss
See a breakdown of your daily profit and loss, including commissions and fees.

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Automatic journaling for stocks & options
Sync your broker accounts and automatically track all your trades and holdings across all your connected accounts.

Strategy Breakdowns
See which strategies are working for you. Get breakdowns of your trading performance and review your risk profile.

Dividend Analysis
See a breakdown of your dividend performance by stock and plan for future estimated dividends.

Supported Brokers
We support most popular brokers, including:

Interactive Brokers

tastytrade

Fidelity

Robinhood

Charles Schwab

E*Trade

Vanguard

Chase

Wells Fargo

Zerodha

BUX

CommSec

Public

Stake

Trading 212

Upstox

Wealthsimple