Investment OS
Investment OS brings your stocks, funds, cryptocurrencies and other assets together in one place. Track performance, see your portfolio allocation, and get clarity on your financial future.
Here's what it looks like
🧾 LEFT TO SPEND
❤️ MONEY HEALTH SCORE
🎯 Savings goals
57% total🤖 AI Finance Assistant
Your savings rate is 32% higher than last month. Want to see an analysis?
Demo view — your personal dashboard is built automatically when you sign in.
What you get
See all your assets in one place.
Track returns and portfolio growth over time.
Get clarity on your allocation across asset classes.
Plan your financial future with better data.
An annual subscription. No lock-in — cancel anytime.
What's included
- Unlimited access to the investment dashboard
- Portfolio overview and allocation
- Return tracking
- Support for stocks, funds, crypto and more
- Import your data
- Priority support
After your 14-day free trial, the subscription renews automatically at $29.99 / year until you cancel. Taxes may apply and will be calculated at checkout. Payments are handled securely by our payment partner Paddle — you'll receive a receipt by email.