Portfolio Genius
Portfolio
Genius
Get started
All-in-One Tracking

Track All Your Investments in One Dashboard

Your 401(k), IRA, HSA, brokerage accounts, and crypto — together in a single dashboard. Auto-sync from 2,400+ institutions and let AI analyze everything you own in one place.

Track All Your InvestmentsTry Free Demo
Every account

One Dashboard for Every Account

Portfolio Genius tracks all your investments — retirement, taxable, and crypto — so you finally see the whole picture in one place.

401(k)

Track employer-sponsored retirement plans next to everything else you own.

IRA & Roth IRA

Traditional, Roth, and rollover IRAs — all in one consolidated view.

HSA

Monitor invested health savings account balances right alongside your portfolio.

Brokerage Accounts

Individual and joint taxable brokerage accounts from 2,400+ institutions.

Crypto

Bitcoin, Ethereum, and major cryptocurrencies tracked beside your stocks.

Stocks, ETFs & Funds

US stocks, ETFs, mutual funds, and international ADRs with real-time quotes.

Connect Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, Merrill Lynch, and 2,400+ more institutions.

Why it matters

Why All-in-One Tracking Wins

When your accounts are scattered, your insights are too. Consolidating everything unlocks analysis you simply can't get one app at a time.

01

One Unified Dashboard

Stop logging into five different apps. See your entire net worth, performance, and allocation across every account in a single dashboard.

02

AI Analysis Across Accounts

Get risk scores, diversification insights, and recommendations that look at all your holdings together — not one account at a time.

03

True Asset Allocation

Because 401(k), IRA, brokerage, and crypto live in one place, your allocation and concentration numbers finally reflect everything you own.

How it works

Connect Once, See Everything

Link your accounts through Plaid and your holdings, transactions, and balances flow into one dashboard automatically.

01

Connect

Search for your bank, brokerage, or retirement provider and securely log in through Plaid.

02

Authenticate

Verify your identity with your institution. Access is read-only and your credentials are never stored.

03

Auto-Sync

Every account flows into one dashboard and stays up to date automatically — no manual entry required.

AES-256 Encryption2,400+ InstitutionsRead-Only Access
Compare

How We Compare for All-in-One Tracking

Wealthfront and Empower (formerly Personal Capital) focus on managing your money for you. Portfolio Genius is built for self-directed investors who want to track every account and get AI-powered analysis — without handing over their assets. It also works as a modern Mint alternative for investment tracking.

vs Wealthfrontvs Empower (Personal Capital)vs KuberaBest Portfolio Trackers 2026
FAQ

Frequently Asked Questions

Can I track all my investments in one dashboard with Portfolio Genius?

Yes. Portfolio Genius brings your 401(k), IRA, HSA, taxable brokerage accounts, and crypto into a single unified dashboard. Instead of logging into five different apps, you see your entire net worth, performance, and asset allocation in one place — with AI analysis layered across every account.

Does Portfolio Genius track 401(k) and IRA accounts?

Yes. You can auto-sync your 401(k), Traditional IRA, Roth IRA, rollover IRA, and HSA accounts from 2,400+ supported institutions via Plaid, or add them manually. Retirement accounts are tracked alongside your other investments so you get a complete, consolidated view.

Can I track crypto alongside my stocks and retirement accounts?

Yes. Portfolio Genius tracks major cryptocurrencies — including Bitcoin and Ethereum — next to your stocks, ETFs, mutual funds, and retirement holdings. That means traditional and digital assets sit in the same dashboard, so your asset allocation and performance numbers reflect everything you own.

What account types and assets are supported?

Portfolio Genius supports 401(k)s, IRAs (Traditional, Roth, and rollover), HSAs, and taxable brokerage accounts. Across those accounts you can track US stocks, ETFs, mutual funds, international ADRs, and major cryptocurrencies, with multi-currency support for international holdings.

How does Portfolio Genius connect to my accounts?

Most accounts connect instantly through Plaid, which supports 2,400+ banks and brokerages including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, and Merrill Lynch. Connections are read-only and secured with AES-256 encryption — your credentials are never stored. You can also import via CSV or add holdings manually.

How is Portfolio Genius different from Wealthfront or Empower?

Wealthfront and Empower (formerly Personal Capital) focus on robo-advisory and wealth management. Portfolio Genius is built for self-directed investors who want to track everything in one dashboard and get AI-powered analysis — risk scores, diversification insights, and recommendations — across all their accounts, without handing over assets to a managed service. It also works as a modern Mint alternative for investment tracking.
Start free

See all your investments in one place

Connect your 401(k), IRA, HSA, brokerage, and crypto accounts and let AI analyze everything together. Free to start — no signup required to try.

Create Free AccountTry Free Demo