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Take Control of Your Wealth
AI-powered portfolio tracking and insights. Import statements from any broker, get personalized recommendations, and track your financial goals — all in one place.
Everything you need to manage your wealth
One platform for all your financial accounts
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Import From Any Broker
Upload PDF statements or CSVs from Fidelity, Schwab, Vanguard, and 10+ other institutions. We'll parse them automatically.
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AI-Powered Insights
Get personalized recommendations for portfolio optimization, tax-loss harvesting opportunities, and rebalancing alerts.
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Privacy First
Your data stays yours. We never store credentials, use read-only access, and encrypt everything with bank-level security.
Ready to take control?
Join our waitlist and be the first to know when we launch.