Portfolio Operating System

Every asset, account, and thesis in one command center

Track crypto, equities, retirement accounts, private equity, and cash with real-time pricing. FI/AI keeps the numbers straight—and the why behind each position front and center.

Multi-asset ledger

Unified positions table with cost basis, lots, and institution context across crypto, equities, RSUs, private holdings, and cash.

Investment thesis tracking

Document conviction for every allocation, tag assets to strategies, and compare target vs. actual exposure.

Complete audit trail

Transaction history, cost basis adjustments, and automated pricing updates—exportable and rollback-friendly.

Know where everything lives

Institutions, accounts, and wallets are first-class fields. Filter positions by location, instantly review balances, and prep account transfers without spreadsheet gymnastics.

Each position carries its institution, account, and cost basis. The dashboard aggregates by account, asset class, and thesis—no manual pivot tables required.

Need to rebalance? Sort by thesis versus target allocation, then drill into the transactions that got you there.

Price updates without manual entry

Crypto feeds via CCXT, equity prices via the automation queue, and manual overrides when you need to lock a value in.

Run the Update Prices action any time or schedule it via automation. All valuations flow through to FI projections and risk scoring immediately.

Every price change is logged, so reconciling with brokerage statements stays painless.

Tour the Live Tracker

Simple, Transparent Pricing

One plan with everything you need

Premium

$19/month

Everything you need to track your path to FI

  • AI Transaction Parser

    Chat naturally to add transactions

  • Smart FI Timeline Predictions

    AI-powered timeline calculations

  • Real-time Portfolio Tracking

    Live prices for stocks, crypto, & alternatives

  • Investment Thesis Tracking

    Document why you bought, track conviction

  • All Asset Types Supported

    Crypto, stocks, PE, RSUs, real estate

  • Bank-Level Security

    Encrypted & isolated data

No free trial. Cancel anytime.