One view of everything you own

Unified investment tracking across brokerages, aggregators, and onchain wallets.

Plaid IBKR Ethereum

Portfolio

$---,---

Today

+--.--%

Status

Building

Holdings Sync

Plaid for external accounts. Direct IBKR API for brokerage. Onchain tracking for ETH and ERC-20 tokens.

Reconciliation

Connection health, position drift, and cash reconciliation across every source. Stale data is flagged.

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Execution

Order preview, basket rebalancing, and guardrails for IBKR trade submission.

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