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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.
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Your regions
Select every region you bank in, invest in, or want to track. You can add more later.
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Connect banks
Tap a bank to connect via Open Banking or Plaid. Connection takes under 30 seconds. Read-only — we cannot make payments.
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Barclays
🇬🇧 United Kingdom
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Add manually
CSV / statement
🔒 We use Open Banking (PSD2), Plaid and direct API integrations. Your login credentials are never stored on our servers.
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Shares & crypto
Connect your brokerages and exchanges, or add holdings manually. All in one place.
Brokerages
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Interactive Brokers
Global
Crypto exchanges & wallets
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Set up alerts
You control exactly what triggers a notification. Change anything later in Settings.
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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