See what is really under your portfolio.

×Broker app shows positions, not overlap

You add up ETF weights and direct shares yourself to see how much NVDA or tech you really own.

→Cross-account exposure and hidden overlap

Analytics surface concentration and overlap across every connected account without a manual export.

×Static allocation charts

A sector pie tells you yesterday’s mix. It does not tell you whether today’s move changed your risk.

→Drift you can act on

Weights, concentration scores, and day change update together so you see drift before it surprises you.

×Manual exports to spreadsheets

You rebuild the same pivot tables after every rebalance, refresh, or new account link.

→Live data from your connections

Holdings and analytics refresh from your brokerage on a background schedule you do not maintain.

×Cash and risk in different places

Buying power sits in the broker app while sector weights and single-name risk live somewhere else.

→Liquidity beside exposure

Cash, allocation, and concentration sit on one surface when you size the next trade or trim a winner.