Solution introduction
Turning You Into A Portfolio Manager
Create and manage your investment portfolios across all your accounts. Leverage our portfolio builder for each unique portfolio you manage
- Portfolio Builder - Leverage our stock portfolio builder or ETF portfolio builder for your unique portfolio
- Thousands of Securities - Get access to over 10,000 North American stocks and ETFs
- Strong Security - Keep your money with your existing brokerages. No moving funds required.
- Advanced Analytics - Get in-depth portfolio insights to better manage risk
- Collaboration - Find pre-built portfolios to build your portfolio off of
- Automated Tracking - See how you perform in the real world with a virtual portfolio
Manage Your Investments
Make Your Investments Work For You.
Build a diverse portfolio that's unique to you.
