A comprehensive portfolio management platform to monitor holdings across multiple accounts with real-time analysis, AI-powered insights, and brokerage-accurate performance tracking.
Portfolio Value
$1,284,532
+12.4%
This Year
24
Holdings
5
Accounts
+$142K
Total Gain
AAPL
+2.4%
Diversified
8 Sectors
Powerful features designed to give you complete control and visibility over your investments.
Connect brokerage accounts via Plaid, plus Coinbase and Kraken for crypto — all unified in one dashboard.
FIFO cost basis, gain/loss tracking, and brokerage-accurate MWRR returns so your numbers always match.
Allocation charts, sector breakdowns, performance graphs, and Monte Carlo projections.
100%
Allocated
Your personal AI wealth advisor. Sage continuously analyzes your portfolio and delivers proactive insights, alerts, and recommendations — so you're always one step ahead.
6 AI-generated cards refreshed daily based on your actual holdings
9 alert types including price targets, rebalancing, and concentration risk
Chat interface with streaming responses — ask anything about your portfolio
Proactive alerts delivered to your inbox when it matters most