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.
Portfolio Breakdown
See how your investments are spread across individual holdings with a visual allocation chart.
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 when your brokerage reports changes via Plaid, typically once per day. Holdings and values reflect the most recent data Plaid has received 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.
What investment data do you show?
We show your holdings with ticker symbols, share counts, current prices, cost basis (when available), and unrealized gain/loss. Your investment balances also feed into your net worth calculation.
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.
Which plans include investment tracking?
Investment tracking is available on Warm Pro ($24.99/mo). Any connected brokerage or retirement account will automatically show holdings and portfolio value.
Related Features
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