Just link your accounts once and get recommended trades for tax-loss harvesting, rebalancing, and other optimizations.
We automatically import your brokerage accounts using Plaid. Don’t want to link your accounts? No problem! You can upload statements from your broker as a CSV file, 100% anonymously.
If you are just getting started, you can choose one of our pre-built diversified portfolios. We built these portfolio using Nobel-prize winning research and use low-cost ETFs, across multiple asset classes and sectors. Our portfolios are free for all users.
We monitor your accounts and send you notifications to help you keep your portfolio on track. Get recommended trades for tax-loss harvesting, rebalancing, and other optimizations.
You will never have to set another reminder to check your portfolio. We keep an eye on your accounts 24/7 and send you actionable suggestions when needed.
You’re always in control. If you agree with the suggested trades, you need to execute them at your broker. Otherwise, the system learns your investment style and adjusts future suggestions.
We are compatible with any brokerage, large or small. You can even use the service without linking your accounts with us.
You own your account, you choose whether to execute a suggested trade or not. We’re just here to make managing your portfolio easier.
We charge a small fixed fee, regardless of the size of your assets. Fewer fees help you grow your investments faster.
We believe everyone should have access to our technology to manage their portfolio
Powerful tools to get you started:
Monitor a single taxable account
Manually import portfolio using a CSV file
Tax-loss harvesting (only for ETFs)
Basic annual rebalancing
Everything in the free plan, plus:
Unlimited accounts including 401(k)s, IRAs, ESPPs
Portfolio optimization using machine learning
Tax-loss harvesting for ETFs & mutual funds
Automatic account data and transactions sync
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