Sign up, upload a CSV from any of 12 brokerages, and your stocks, ETFs, options, bonds, crypto and cash become one transaction ledger — estimated cost basis, P&L, dividends, and United States and Canadian tax reference data, across accounts, entities and 11 currencies. All 128+ features read from that single ledger. No brokerage credentials. No setup fees.
Create your account in seconds. No credit card required.
Upload a CSV from your brokerage or enter trades manually. 12 parsers built in.
Track performance, explore AI tools, review estimated tax data, and set alerts.
Free to start — no credit card required. Every new account includes a 14-day Pro trial.
Explore plans