Track, analyze, and project your investments with AI-powered insights. Real-time data, deep research memos, and retirement planning — all in one place.
Features
Real-Time Portfolio Tracking
Track all your holdings across multiple accounts in one place. See live prices, daily changes, and unrealized gains at a glance.
AI-Powered Portfolio Analysis
Get deep research memos generated by AI — covering risk assessment, rebalancing suggestions, tax optimization, and growth projections tailored to your portfolio.
Projections & Scenarios
Model your portfolio's future with analyst consensus targets, custom growth rates, and retirement planning tools. See where you'll be in 5, 10, or 20 years.
Multi-Account & Family Support
Manage brokerage, IRA, 401k, and Roth accounts. Track by owner, broker, and account type. Perfect for family portfolios.
AI that understands your portfolio
Our AI generates comprehensive research memos with actionable buy, hold, and sell recommendations.
Risk Assessment
Understand your portfolio's risk profile and get suggestions to optimize your risk-adjusted returns.
Tax Optimization
Identify tax-loss harvesting opportunities and optimize across taxable and tax-advantaged accounts.
Growth Projections
See where your portfolio is headed with analyst targets, custom scenarios, and retirement modeling.
Simple, transparent pricing
Start free. Upgrade when you need AI-powered research.
Pro ($9/month): 5 AI research memos/mo, advanced tax analysis, priority data refresh, export reports
Premium ($29/month): Unlimited AI memos, family portfolio support, API access, dedicated support
Frequently Asked Questions
Is Portfolio Simplified free?
Yes. You can track unlimited portfolios, view real-time prices, and access projections for free. AI-powered research memos use credits which can be purchased separately.
How does the AI analysis work?
Our AI analyzes your entire portfolio — holdings, allocation, risk profile, tax situation, and market conditions — to generate a comprehensive research memo with actionable recommendations.
Is my financial data secure?
Absolutely. We use industry-standard encryption and never share your data with third parties. Your portfolio data is stored securely and only accessible to you.
Can I track multiple portfolios?
Yes. Create as many portfolios as you need — separate by strategy, account type, or family member. Each portfolio has its own tracking, projections, and analysis.
What markets do you cover?
We cover all major US exchanges including NYSE, NASDAQ, and AMEX. ETFs, mutual funds, and ADRs are also supported.