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Holdings, all-time returns, live market data, and an AI that analyzes your portfolio — all in one place, across all your brokerages.
Brokerages, retirement accounts and crypto in one view, with live market data built in.
Every position across every brokerage and retirement account, deduped and combined into one list.
See total gain, cost basis and return per holding — and for the whole portfolio at a glance.
Real-time quotes for US equities and crypto keep your values and returns current through the day.
See your split across stocks, bonds, cash and crypto — and whether you’ve drifted from target.
A live breakdown of stocks, bonds, cash and crypto across every account — so you always know how diversified you really are.
“What’s my allocation?” “Am I too concentrated in tech?” The assistant reads your holdings and live quotes and answers with a chart — never a made-up number.
On Pro, Hunch surfaces AI portfolio and tax-loss alerts tied to your actual holdings — earnings dates, harvest opportunities and milestones — so you never miss a move.
Brokerages and retirement accounts at thousands of institutions connect through Plaid — read-only. You can also track crypto holdings, and import anything else via CSV.
The full investment breakdown and portfolio view are part of Plus. Pro adds Investment News — AI portfolio and tax-loss alerts. The core budgeting app stays free forever.
Hunch pulls live quotes for US equities and crypto, so your holding values and returns stay current through the trading day.
Connect your brokerages or import a CSV. See every holding, return and allocation — clearly.
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