Your investment accounts are probably your largest financial assets—but how often do you actually check on them? And when you do, are you seeing the full picture?
Logging into a brokerage account gives you a deep dive into that specific account, but it doesn't tell you how it relates to your 401(k), your IRA, or your spouse's investments.
OmniFolio connects your stock holdings and investment accounts into your unified financial dashboard. Track individual stocks, ETFs, mutual funds, and entire brokerage accounts. See real-time values alongside your other assets.
What makes this powerful is context. When your stocks are up, you can see how that affects your overall net worth. When markets dip, you can see how your diversified portfolio (including cash, real estate, and other assets) cushions the blow. It's investment tracking that actually helps you sleep at night.
Invest smarter by seeing the whole board. OmniFolio gives you the visibility you need to grow your wealth.
Join thousands of sophisticated investors who use OmniFolio to gain an unfair advantage in their financial life.
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