Modern investors don’t live in one account—they live across brokerages, crypto wallets, employer plans, savings, property, private deals, and a stack of liabilities. The need isn’t “one more app,” it’s one clear, integrated view of it all.

What Stands Out:

• One Place For Holdings & Liabilities: Sync holdings and liabilities using Plaid or add them manually to track P/L and payoff progress.

• Multi-asset, licensed market data: Equira tracks stocks, ETFs, and crypto side-by-side—valuations update in real time via licensed market-data partners, so your P/L and charts always reflect the latest prices.

• Stay in the loop: Create watchlists and set price alerts to never miss out.

• News & Sentiment: Top Movers, Market News, Analyst Consensus and Collections help you stay ahead and find your next investment