Smarter money, one click.

Talk to specialized AI advisors for stocks, crypto, budgeting, and long-term planning. Get daily “Opportunities & Threats” from the news for your assets, stock/crypto picks tied to what you own, and simple net-worth tracking.

See how it works Get support

Track & grow your wealth
Privacy first
iOS & iPadOS

How it works

1Add holdings & liabilities (connect or enter manually)
2Get daily picks plus “Opportunities & Threats” matched to your assets
3Track net worth over time, diversification score, and risk score
4Chat and learn with your advisors

The four pillars

AI Chat Advisors

Get portfolio aware answers in seconds.

Specialized advisors (Stocks, Crypto, Budgeting, Long-term).
Quick access to your most-recently used advisors for faster follow-ups.
Understands your holdings and goals to keep answers relevant.

Net Worth

Track assets & liabilities with automatic AI valuations.

Add stocks, crypto, property, vehicles, bonds - everything can be accurately tracked.
AI helps estimate hard to price items and refreshes values over time.
View daily/weekly/monthly trends, diversification, and risk snapshots.

News

See what could help or hurt your assets before the rest of the market.

AI scans world news and tags items as Opportunities or Threats.
Prioritized by relevance to your portfolio, so you dont get generic headlines.
Includes short “why it matters” context and suggestested checks.

Dashboard

A dashboard to help you stay on top at a glance.

Widgets for Picks & Tips, mini Net Worth graph, Advisor Chat, and recent news.
Add/remove or reorder widgets.
Designed to surface today’s most important actions.

Tip: click a card to expand it and see how each feature works.

Who it’s for

Beginners: Learn the basics via advisor chat, sample picks, and general financial tips.
Experienced: Stay on top of relevant geopolitical and market events across all assets, to help you act with speed and insight before everyone else.