Investments scattered everywhere? See Them All Here
401(k), IRA, brokerage—every investment in one place. Know your total portfolio value without logging into five different apps.
Everything you need to
track your wealth.
Portfolio Overview
See all your investment accounts in one place—401(k), IRA, brokerage, HSA. Total value at a glance.
Holdings & Performance
Track individual holdings with current values, cost basis, and gain/loss percentages.
Asset Allocation
Visualize how your investments are spread across stocks, bonds, ETFs, and other asset classes.
Transaction History
See buys, sells, dividends, and contributions. Understand how your portfolio has evolved.
Multiple Institutions
Connect accounts from Fidelity, Schwab, Vanguard, and thousands of other brokerages via Plaid.
Net Worth Integration
Your investments automatically count toward your total net worth alongside cash and other assets.
Account types
we support.
401(k)
Employer-sponsored retirement accounts
Traditional IRA
Tax-deferred individual retirement
Roth IRA
Tax-free growth retirement accounts
Brokerage
Taxable investment accounts
HSA
Health savings with investment options
529 Plans
Education savings accounts
See what's up
and what's down.
Track unrealized gains and losses for each holding. Know which investments are performing and which need attention.
Got
questions?
Which brokerages are supported?
We support thousands of institutions through Plaid, including Fidelity, Charles Schwab, Vanguard, TD Ameritrade, E*TRADE, Robinhood, and many more. If your brokerage offers online access, chances are we can connect to it.
How often do investment values update?
Investment account data syncs automatically throughout the day. Holdings and values reflect the most recent data available from your brokerage.
Can I see individual stock holdings?
Yes. For supported brokerages, we show individual holdings including ticker symbols, share counts, current prices, cost basis (when available), and unrealized gain/loss.
Do you track dividends and contributions?
Yes. Investment transactions including dividends, contributions, buys, and sells are tracked and displayed in your transaction history.
Is this different from crypto tracking?
Yes. Investment tracking covers traditional brokerage accounts and retirement funds. Crypto tracking is a separate feature for cryptocurrency portfolios. Both are included in Warm Pro.
Is this feature available on Plus?
Investment tracking is a Pro feature. Plus includes bank account sync and basic financial tracking, but investment portfolio features require Pro.
Related Features
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