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Your long-term portfolio, together
Track holdings, dividends and performance across your investment accounts in the free Invest workspace.
New · Invest workspaceFree
Your whole portfolio, on autopilot
The free Invest workspace tracks your long-term accounts alongside the wheel — USD and CAD, options included. Connect your broker for automatic read-only sync, or keep logging manually: either way you see performance, dividends and risk in one calm place.
- Read-only broker sync via SnapTrade — trades, cash & dividends import automatically
- Dividends recorded on pay dates, with a 12-month projection calendar
- Earnings calendar with reminders, performance tracking, allocation & risk
PortfolioDividendsEarnings
Synced from your brokerTotal value
$48,910
+$312 today
- AAPLApple24 sh$5,102+0.8%
- SCHDSchwab Dividend ETF210 sh$5,899+0.3%
- MSFTMicrosoft12 sh$4,981−0.4%
- Cash · USD & CAD$3,140
Next dividend — SCHD · ~$74AAPL earnings soon · reminder set