See what you own.
Understand what it means.
Your whole portfolio, connected to the rest of your financial life. From today's moves to tomorrow's income, get the context a balance alone can't give you.
Did the market move?
Or did you add money?
Compare your portfolio with a benchmark over the same period. Explore monthly returns, drawdowns, risk, and which holdings contributed to the picture.
- Portfolio and benchmark comparisons
- Monthly return calendar and drawdown history
- Contributions and movement, when cash flows are reported
Historical value may be estimated from current holdings and historical prices; the app identifies those estimates.
Growth sources are separated when your brokerage reports cash flows.
Zoom out to your mix.
Zoom in to a holding.
See allocation and concentration across connected accounts. Open a security for price history and market context, compare holdings, and follow the purchases, sales, and income in your activity.
- Allocation, sectors, and account views
- Securities charts and market research
- A searchable activity history
Market-data availability varies. Quotes can be delayed.
See the income.
See how far it goes.
Track what your holdings paid, which ones contributed, and what could be coming next. Put the income beside your recurring bills to make the number mean something.
- Income history and payments by holding
- Estimated income calendar and upcoming payments
- Dividend income compared with your bills
$80 monthly average against $100 in internet & phone bills.
Future income is estimated from available payment history.
โWhat ifโ is
a powerful place to start.
Choose an age, explore your savings, and see how different contributions change the outlook. The household retirement planner on the web gives you space to test assumptions before making a plan.
- Retirement age, spending, and savings assumptions
- Projected ranges and contributions versus growth
- Readiness, tax mix, and suggested next steps
Educational scenarios based on assumptions, not guaranteed returns.
Educational projections based on assumptions. Outcomes vary.
Watch what matters.
Let the alert come to you.
Set the conditions you care about for a holding, your portfolio, or account activity. Start with presets or make your own rule, then see the snapshot captured when it fires.
- Price targets, daily moves, and 52-week levels
- Concentration, drawdown, and portfolio milestones
- Activity alerts, quiet hours, and notification controls
Less information overload.
More useful next steps.
A checkup brings portfolio health, concentration, fees, income, and rule coverage into a list you can act on. Data quality stays visible, including missing cost basis and unmatched securities.
Ask more about your investmentsA clearer view, with honest limits.
Investment connections and insights are included with All Access. Coverage depends on your institution and market-data provider; quotes can be delayed. Chip In helps you understand and plan. It doesn't execute trades or provide investment advice.
Make room for a better
money conversation.
Start with your own finances. Bring your partner when you're ready.
Compare Free and All Access