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🔒 We never store credentials · AES-256 · TLS 1.3 · Read-only data access
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Set up in under 2 minutes
Connect your banks, share portfolios, crypto wallets and more. We use read-only access — we can never move money on your behalf.
1
Choose your regions
Select which parts of the world you bank in or want to monitor
2
Connect banks & accounts
Link via Open Banking, Plaid, or manual CSV upload. Instant for most banks.
3
Add shares & crypto
Link brokerages, exchanges and wallets — or add holdings manually
4
Set up alerts
Configure transfer limits, price alerts and purchase notifications
5
You're live
Everything updates in real time. Change anything anytime in Settings.
🌐
Your regions
Select every region you bank in, invest in, or want to track. You can add more later.
🇦🇺
Australia / NZ
🇬🇧
UK & Europe
🇺🇸
USA & Canada
🇲🇽
Mexico
🌎
Central & S. America
🌏
Asia Pacific
🌍
Middle East & Africa
🇮🇳
India
🏦
Connect banks
Tap a bank to connect via Open Banking or Plaid. Connection takes under 30 seconds. Read-only — we cannot make payments.
🦘
Westpac
🇦🇺 Australia
🏦
CommBank
🇦🇺 Australia
🦅
Barclays
🇬🇧 United Kingdom
🏛
Chase
🇺🇸 USA
🏰
Deutsche Bank
🇩🇪 Germany
🌴
DBS Bank
🇸🇬 Singapore
🏮
HSBC
🌐 Global
➕
Add manually
CSV / statement
🔒 We use Open Banking (PSD2), Plaid and direct API integrations. Your login credentials are never stored on our servers.
📈
Shares & crypto
Connect your brokerages and exchanges, or add holdings manually. All in one place.
Brokerages
📊
Interactive Brokers
Global
🦅
Schwab
🇺🇸 USA
🌱
Vanguard
Index funds
⚡
Robinhood
🇺🇸 USA
Crypto exchanges & wallets
🔵
Coinbase
200+ coins
🟡
Binance
500+ pairs
🦊
MetaMask
Web3 wallet
💎
Ledger
Hardware wallet
⚡
Set up alerts
You control exactly what triggers a notification. Change anything later in Settings.
💸
Large transfer alerts
Notify when outgoing transfers exceed a threshold
Threshold $10,000
$500$200K
Price alerts (shares & crypto)
Alert on % swings in your holdings
Large purchase detection
Flag card purchases above threshold
Breaking news on my stocks
Notify on major news for watched tickers
Deliver alerts via
Settings
×
JD
James Davidson
james@example.com · Pro
Connected accounts
🦘
Westpac AU
Connected · 2 accounts · Live
›
📊
Interactive Brokers
Connected · 147 positions
›
🔵
Coinbase
Connected · 8 assets
›
➕
Add account
›
⚡ Alert configuration
💸
Transfer alerts
Flag large outgoing transfers
Threshold $10,000
Alert method
Large purchase alerts
Flag purchases over threshold
Price alerts on holdings
Notify on ±5% swings
Breaking news alerts
Major news on watched stocks
Remind me to check bank app
Prompt to review in your bank's own app
Regions
🇦🇺
AU / NZ
🇬🇧
UK & EU
🇺🇸
US / CA
🌏
Asia Pac
Security
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Two-factor auth
TOTP app enabled
ON
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Biometric login
Face ID active
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Change password
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My Profile
Name, phone, security, account ID
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My Profile
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Personal info
First name
Last name
Email
Phone
Security
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