Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
Connect the dots.
Stage
Established
MVP
Founded
Not given
2025
Based in
GB
IL
Pricing model
Not given
Freemium
Pricing
Not given
Free: $0/mo with 1 saved canvas, 2 tickers per canvas, 2 charts per ticker, and a weekly AI allowance. Starter: $10/mo ($8.33/mo billed annually) with unlimited canvases and 7x the Free AI allowance. Pro: $30/mo ($22.50/mo billed annually) with everything in Starter, 20x the Free AI allowance, and s
Key features
Accurate Money-Weighted Rate of Return (MWRR) calculation
Automated dividend and corporate action tracking
Multi-portfolio support
Global market and currency support
Portfolio benchmarking
Performance, trade, and dividend reports
Diversity report and rebalancing tools
Cash account tracking
Export and import trades as CSV
Portfolio sharing and collaboration
Infinite spatial canvas for organizing research
1-minute intraday candles
SEC filings and earnings transcripts
Market news and sentiment research
AI assistant with full canvas context
Real-time multiplayer collaboration
Wiring canvas nodes and edges for research context
What makes it different
True performance calculation using Money-Weighted Rate of Return like Warren Buffett and pension funds
Covers 250,000+ financial instruments across 80+ global exchanges
Unbiased analysis without broker incentives or financial influence
Automatic tracking of dividends, mergers, spin-offs, and corporate restructuring
Web and mobile access without app store downloads
Unified research canvas replacing multiple browser tabs