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Track the Well-being of Your Portfolio

  • check Directly Connect to Your Brokerage Accounts
  • check Objective Portfolio Analysis to Stay Aligned with Your Goals
  • check Evaluate the Impact of Each Position on Your Portfolio Performance
  • check Discover Your Portfolio Score!

Evaluate Your Investments

  •   Examine the profit and loss ratios across your diverse brokerage accounts
  •   Monitor individual stock performance to gauge its influence on your portfolio
  •   View separately by portfolios or collectively for a comprehensive overview of overall performance

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Currently, memberships can only be purchased through the app.