HunchYour portfolio, all in one place.
Hunch syncs holdings from every brokerage account — IRA, 401(k), crypto, and more — so you see all-time performance, allocation, and your complete net worth in one calm dashboard.
Start for free — no credit card
Every holding, across every account
Connect Fidelity, Schwab, Robinhood, or any Plaid-supported brokerage and see all your holdings in one table — shares, current value, cost basis, and all-time return — automatically sorted.
Filter by account, group by security or by account, and sort by allocation, return, or value. No spreadsheet needed.
Every investing insight you actually need
From cost-basis returns to live market data — built for real investors, not just a summary card.
See every position with quantity, current value, cost basis, and all-time gain or loss — in dollars and percentage — across all connected accounts.
Tap any ticker for a full deep-dive: price history, market details, financials, dividends, earnings, analyst ratings, and recent news.
Real-time quotes, 52-week ranges, volume, P/E ratios, EPS, market cap, and analyst ratings — all pulled automatically. No API key needed.
See your portfolio broken down by asset class — equity, fixed income, funds, crypto, and cash — so you know exactly where you're exposed.
Your portfolio and full net worth over time, with a dotted net-deposits baseline so you can see exactly how much of your growth is real market performance.
Track tickers you're watching — most active, trending ETFs, top gainers and losers — all surfaced in a fast command-palette search.
Everything about any stock or ETF
Tap a holding to open the full security page — price chart with selectable ranges, your positions across every account, market details, dividends and payout schedule, company financials, analyst ratings, and recent news.
From earnings reports to dividend yield to recent transactions — everything that matters for a position, in one place.
Ask the AI anything about your investments
The Hunch AI assistant reads your actual holdings and investment history. Get a plain-English portfolio summary, analyze your diversification, estimate dividend income, and run a full single-stock research note — no financial jargon required.
- Portfolio summary with movers — biggest gainers and losers
- Diversification & concentration analysis
- Dividend income breakdown by security
- Capital-gains estimates — unrealized and realized
- Rebalancing guidance toward a target allocation
- Single-stock deep-dive research notes with live data
All estimates are indicative and not financial or tax advice.
Learn more about the AI →
Connected and tracking in minutes
Connect your brokerage
Link any Plaid-supported brokerage — Fidelity, Schwab, Robinhood, E*TRADE, and more. Read-only access; your password never touches Hunch.
Holdings sync automatically
Your positions, quantities, and current values update automatically. Add manual balances for any account not covered by Plaid.
Track performance & allocation
See all-time returns, cost-basis gain/loss, and asset-class allocation across every connected account — all in one holdings table.
Ask the AI about your portfolio
Enable the AI assistant to analyze your holdings — portfolio summary, diversification check, dividend income, or a full research note on any position.
Questions about investing
Hunch connects through Plaid, which supports thousands of institutions including Fidelity, Charles Schwab, Robinhood, E*TRADE, and more. If your brokerage isn't covered, you can add a manual balance for the account total.
Your investments, finally organized.
Connect your brokerage and see your full portfolio in one place.
Get started for free