Now in beta

Everything you need to invest on your own terms

Design your own investment plan, simulate how it plays out, and manage your portfolio to stay on track.

This tool helps you plan and track. You carry out and manage investments through your own brokerage account.


How it works

From a goal to an on-track portfolio

Four steps. You stay in the driver's seat the whole way.

  1. 1

    Create a plan

    Choose from a set of plans optimized using your parameters.

  2. 2

    Build your portfolio

    Start fresh, or bring an existing portfolio, and rebalance it to remain on track with your plan.

  3. 3

    Check in over time

    Track performance against your plan and benchmarks, and see how projections evolve.

  4. 4

    Rebalance when needed

    Deposit, withdraw, or rebalance to remain on track with your plan. Calculate the optimal cost-aware list of trades to execute.

Works alongside your broker
  • Interactive Brokers
  • Trading 212

Blog

Invest with intent

Practical writing on planning, allocation and staying the course — helping you make decisions you understand.

Coming soon

We're writing the first pieces. Check back shortly.


FAQ

Questions, answered