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This action is irreversible and will permanently purge all your data, including your portfolios, watchlists, holdings, options, and settings.
CSV must include: Date, Type (DEPOSIT or WITHDRAWAL), Amount, Brokerage.
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CSV must include: Date, Type (BORROW, REPAY or INTEREST), Amount, Brokerage. Optional: Interest Rate (%).
| Date | Type | Amount | Brokerage | Rate (%) |
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CSV must include: Date, Ticker, Type (BUY or SELL), Shares, Price.
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CSV must include: Date, Ticker, Action (BUY/SELL), OptionType (CALL/PUT), Strike, Expiration, Contracts, Premium. Optional: CloseDate, ClosePremium.
| Date | Ticker | Action | Type | Strike | Expiry | Contracts | Premium |
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Review and accept or decline portfolios shared with you.
Successfully connected to your brokerage. Choose where to import the holdings.
Stocks & ETFs → Holdings tab · Options/Derivatives → Options tab. Existing holdings in the selected portfolio will be replaced.
Manage your connected brokerage accounts, control sync settings, and configure trading visibility.
Select a manual transaction from the ledger to link to this Plaid transaction.
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Modify transaction categorization and details before importing.
Let's get you set up to track your portfolios in real-time.
The main Dashboard serves to show your consolidated total net worth, real-time returns, asset allocation breakdowns, and overall historical performance charts in one professional interface.
Connect your investments and manage watchlists.
Navigate to Holdings to automatically sync institutions, manually link positions with + Add Asset, or bulk upload trades using Import CSV.
Create customized watchlists to monitor potential opportunities, read current market news, and conduct in-depth ticker research with key valuation ratios.
Maximize dividend yields and log day-to-day trades.
Go to Dividends to visualize projected dividend income and schedules, and use Dip Finder to target stock entries when prices pull back.
Use the Active Trading page to keep an exact ledger of capital deposits, withdrawals, written options premiums, and short-term trades.
Automated analysis, calendar dates, and safe sharing.
Audit your portfolio holdings using state-of-the-art AI language models, identifying concentration risks and diversification advice.
View upcoming earnings announcements or notable insider transaction filing dates. Collaborate securely by inviting family members or advisors via Profile Sharing settings.
Configure notifications and customize your view right now.
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Protect your account by enabling either a secure Passkey (Face ID/Touch ID) or Two-Factor Authentication (2FA) with an authenticator app.
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Combine selected purchases into a single consolidated lot.
Link an option contract premium to this stock purchase lot to reduce its cost basis.
List of option contract premiums linked to this stock lot.
Breakdown of individual purchase transactions in this grouped lot.
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