| What it does | Portfolio rebalancing tool for investors
| Track every asset you own on one interactive map
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Not given
| Free trial
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| Pricing | Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
| Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
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| Key features | - Portfolio holdings monitoring across multiple accounts
- Multi-segment allocation tracking with up to 10 levels
- Allocation drift notifications via email and Telegram
- Rebalancing plan calculation with specific asset actions
- Support for stocks, ETFs, crypto and currencies from 70+ exchanges
- Customizable drift limits and waiting periods for alerts
- Automatic 24/7 value and allocation updates
- 15-minute delayed or end-of-day market data
| - Interactive global map with globe and country views
- Track property, vehicles, boats, aircraft, land, parking and equipment
- View value, income, expenses, yield and net worth for each asset
- Attach documents such as deeds and insurance
- Set reminders for renewals
- Track loans and mortgages with debt details
- Export data as PDF, Excel or CSV reports
- Performance ranking showing returns across portfolio
- Upload deed, invoice or contract to auto-fill asset details
- Create private read-only sharing links for accountants or partners
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| What makes it different | - User-defined rules determine when alerts trigger, not the system
- Alerts only sent when both drift and time conditions are met simultaneously
- Detailed rebalancing actions specify exactly which assets to buy and sell in each account
- Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
| - One interactive map showing all asset types together
- Values come from you, not market estimates, ensuring accuracy to your beliefs
- No bank logins required or personal data collection
- Tracks ownership share for properties held with partners
- Works across multiple countries with globe and country views
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 2 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 0 | 5 |
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| Citation Flow (Majestic) | 0 | 21 |
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| Referring domains (Majestic) | 0 | 10 |
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Folify
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