
概览
主要功能
- 多账户投资组合聚合
- 股票、加密货币和房地产跟踪
- 净值和资产配置仪表板
- 多货币表现报告
- AI 驱动投资组合见解
- 手动资产入口(离线资产)
价格
- 模型
- Free
- 评分
- 4.5 / 5 (4)
使用场景
跟踪全球多元化的投资组合
汇总在不同国家和货币中持有的股票、 ETF、加密货币和房地产到一个仪表板,统一看待净值。
监测资产配置和趋势
使用资产配置仪表板和 AI 驱动的见解,看看持有资产类别的分布情况和以时间为单位的表现趋势。
替代混杂的净值电子表格
自动化账户连接并添加离线资产入口,如养老金或房产,去掉个人财务电子表格的需要。
报告在不同货币中的表现
全球性投资者可以用他们喜爱的基本货币测量回报,同时持有以多种货币计数的资产。
优点 & 缺点
优点
- 聚合多种资产类别在一个地方
- 支持多种货币的全球投资者
- 涵盖了替代性资产,如房地产和加密货币
- 清洁的替代品,不需要手动电子表格
缺点
- 某些账户连接的地区覆盖有限
- 高级功能可能需要付费计划
- 对拥有简单、单账户投资组合的用户较少有用
评测
4 个评分的平均值。
登录以留下评测。
Compared a few options
Evaluated this against two competitors. Where it wins: multi-account portfolio aggregation and multi-currency support for global investors. Where it lags: limited regional coverage for some account connections. On balance the feature set — especially net worth and allocation dashboards — justifies the 4 stars for our use case.
Skeptical, then convinced
I went in skeptical — most tools in this space overpromise. It actually delivers on manual asset entry for offline holdings, and covers alternative assets like real estate and crypto caught me off guard. Advanced features may require a paid plan is why this isn't a perfect score, still, I'd recommend giving it a real trial.
Solid for our team
We rolled this out across the team last quarter and covers alternative assets like real estate and crypto. Net worth and allocation dashboards fits neatly into how we already work, and stocks, crypto, and real estate tracking removed a step we used to do by hand. Advanced features may require a paid plan, which is the main caveat, but it has held up under daily use.
Solid for our team
We rolled this out across the team last quarter and multi-currency support for global investors. Stocks, crypto, and real estate tracking fits neatly into how we already work, and net worth and allocation dashboards removed a step we used to do by hand. but it has held up under daily use.
问答
暂无问题 — 来当第一个提问的人吧。
提问
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