Track your portfolio. Research your next investment.
Your whole net worth on iPhone
Stage
Startup
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Founded
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Based in
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Pricing model
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Freemium
Pricing
Free plan: $0/month with one manually managed portfolio, up to 15 assets, one watchlist, and research tools. Pro plan: $12.99/month (or billed yearly with 17% savings) includes unlimited portfolios, unlimited assets, detailed analytics, broker connections, and priority support.
Free: $0. Pro: $12.99/month or $99/year (save 36%).
Key features
Multiple broker connections through SnapTrade
Monthly returns compared to S&P 500 benchmark
Superinvestor portfolio tracking
Investment goals and dividend tracking
Manual portfolio entry and CSV import
iOS app and web access
Automatic brokerage sync through SnapTrade on Pro
Manual entry of bank, retirement, and cash balances
Keyless crypto wallet tracking by public address
Ask Ascend AI copilot for portfolio questions
Time-weighted returns vs. S&P 500 benchmark
Retirement projection with Monte Carlo scenarios
Weekly Rundown portfolio report on Pro
Up to 10-stock Watchlist with research on Pro
Real estate tracking with FHFA estimates
What makes it different
Unified view across multiple brokers and accounts
Research and tracking in one platform
No need to enter brokerage passwords
Read-only design means Ascend cannot trade or move money
No private keys ever required for crypto tracking
Data encrypted at rest with separate key protection
Financial data never sold to advertisers or brokers
Finsepa
Ascend