Your whole portfolio, in plain English.
Every account and every holding in one place, with live prices, real charts, dividends, and a risk check that tells you what it means.
Everything you own, in one picture.
Your total value against what you put in, every account, your biggest movers today, how your money is spread out, and the dividend income it's set to pay.
- Value vs. what you put in, over time
- Allocation: stocks, international, bonds, crypto, cash
- Dividend income estimate for the year
- A risk check: how spread out you are
Each investment, explained.
Tap any holding for its real price chart, your position, and key numbers like P/E and beta, each with a ? that explains it in plain English.
- Charts for 1D through 5Y
- Your shares, cost, gain and share of portfolio
- Company logos, P/E, beta, dividend yield, 52-week range
- Stocks, ETFs, funds and crypto together
Markets, made about you.
How your portfolio did against the S&P 500 today, which sectors moved, what it means for what you own, and a calm long view for rough days.
- You vs. the market, every day
- Sectors, crypto and your watchlist
- Today in plain English
- The long view: every big drop, in context
More for investors.
Credit score Coming soon
Your score with a soft pull that never affects it, what's behind it, and alerts. Included in your plan when it arrives.
Add holdings by hand
Brokerage only shares a balance? Add positions yourself and Notch prices them.
Ask Notch
“Should I pay down my card or invest?” Get answers built from your numbers.
Investing questions, answered.
Which accounts can I connect?
Brokerage accounts, IRAs, 401(k)s and crypto exchanges supported by Plaid, plus anything you add by hand.
Are prices live?
Prices update throughout the trading day and may be delayed a few minutes. Mutual funds update once a day.
Can Notch trade or move my investments?
No. Connections are read-only. Notch can see your holdings but can never buy, sell or move anything.
Does Notch give investment advice?
No. Notch explains what you own and how markets work, but it isn't a broker or financial advisor.