Banking and investing in one place

Connect once. Watch your net worth, spending, and holdings update on a single screen — without ever giving anyone the keys to move your money.

01 · Read-only

Account access scope

We do not move money, place trades, or change your accounts.

02 · Providers

Connections handled by

Personal Banking via Plaid. Brokerage via SnapTrade.

03 · Freshness

Data may be delayed

Data may be delayed depending on provider and institution sync schedules.

04 · Public demo

No signup, no risk

Demo uses sample data. No account connection required.