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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
Clarity unified portfolio across stocks, crypto, DeFi, and real estate

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.