Manual + Linked Assets
Model anything—crypto, metals, real estate, vehicles. Connect accounts via Plaid or add manual values as first-class citizens in your allocation.
Connect accountsTrack everything in one place
Your complete financial picture, from traditional accounts to alternative investments.
Linked Accounts
Brokerage, 401k, IRA via Plaid
Cryptocurrency
Bitcoin, Ethereum, DeFi tokens
Real Estate
Primary residence, rentals, REITs
Precious Metals
Gold, silver, platinum holdings
Vehicles
Cars, boats, collectibles
Other Assets
Art, business equity, anything
Linked accounts meet manual tracking
Get the best of both worlds: automated updates for traditional accounts and full control over alternative assets.
Plaid integration
Connect brokerage, 401k, and IRA accounts for automatic balance updates.
Manual asset entry
Add crypto wallets, real estate, collectibles, or any asset with custom values.
First-class treatment
Manual assets participate fully in allocation calculations and drift alerts.
Sample Portfolio Mix
All assets participate in your target allocation and drift calculations.
Complete portfolio visibility
See your entire financial picture and make allocation decisions based on all your assets.
Unified View
See all your assets in one place, regardless of where they're held or how they're managed.
True Allocation
Include all assets in your allocation calculations for a complete picture of your risk exposure.
Flexible Updates
Automatic updates for linked accounts, manual updates for alternative assets on your schedule.
Track your complete financial picture
Connect your accounts and add manual assets to see your true allocation across all investments.
Connect accounts