Portfolio
Every asset class, one portfolio.
Stocks, ETFs, crypto, DeFi positions, NFTs, real estate, cash, and liabilities — in one allocation view, one cost basis, one time-weighted return, one net worth number.
- Stocks, crypto, DeFi, NFTs, real estate — one view
- 130+ exchanges, 40+ chains, read-only
- Cash runway, not just net worth
- Unified time-weighted return across every account

Inside portfolio
Equities, ETFs, mutual funds, and fixed income
Holdings, cost basis, and realized/unrealized P&L across every brokerage — retirement and taxable alike.
Crypto across exchanges and wallets
Coinbase, Kraken, Binance, Gemini, and 130+ exchanges via read-only API. Ethereum, Bitcoin, Solana, and 40+ chains via wallet address — no seed phrase ever requested.
DeFi positions
Supplied, borrowed, staked, and LP positions across Aave, Compound, Lido, Uniswap, Curve, and Convex — with health factor and yield APY.
NFTs, real estate, and alternatives
NFT gallery with floor price. Real estate valuations. Private equity, vehicles, and collectibles tracked as manual assets — all in the same allocation view.
Cross-chain bridge matching
Pairs bridge sends and receives across Ethereum, Polygon, Arbitrum, Optimism, and Base automatically — so internal transfers don't inflate turnover or appear as phantom gains.
Liabilities tracked
Mortgages, credit card balances, student loans, and auto loans — with amortization and interest-paid-to-date, netted against assets.
Allocation sunburst
Drill from asset class to sector to individual holding. Concentration risk surfaced at every level.
Cash runway
Days of runway at your current spending rate, updated as balances move. A real early-warning metric — not a vanity chart.
Unified time-weighted return
One time-weighted return across your full portfolio, not siloed per account. Benchmark against SPY, QQQ, BTC, or a custom index.
Household view
Add accounts from a partner to see one household net worth — without losing per-person breakdowns.
Every Clarity surface
The full set of pillars. Each one is part of the same read-only workspace.
Frequently Asked Questions
Yes. 401(k), IRA, Roth IRA, HSA, and 529 accounts are tracked with contributions, cost basis, and allocation — counted toward net worth and portfolio performance.
Start with portfolio. Get the whole picture.
Connect your banks, brokerages, exchanges, and wallets — or see all six surfaces before you start.