Live prices, cost basis, unrealized P/L, and dividend income — across stocks, ETFs, options, and crypto. Connect your brokerage via SnapTrade for automatic position sync.
Most investors end up juggling brokerage statements, spreadsheets, and price-checking apps. None of them talks to each other.
Stocks at one broker, options at another, crypto on an exchange. Without a single view, allocation drifts and concentration risk creeps up unnoticed.
Most apps show you market value but bury dividend income in transaction lists. Tracking yield, growth, and income trends becomes a manual export-and-pivot exercise.
Cost basis tracking, FX-adjusted gains, and realized vs unrealized splits all require formula gymnastics. Mistakes compound across years and tax filings.
Live data, automatic sync, and the analytics that brokerage apps don't bother building.
Stocks, ETFs, options, and crypto refresh continuously during market hours. Free, Plus, and Premium all get live quotes — no upgrade required for prices.
Connect your brokerage on Plus or Premium and Scalar pulls positions, trades, and balances automatically. Read-only, OAuth — Scalar never sees your credentials.
Every holding shows average cost, current value, and unrealized gain or loss in your base currency. Tax-lot detail keeps your numbers reconcilable.
A dedicated dividends section shows income by holding, by month, and by year — not just a line item buried in transactions.
Options summaries, crypto positions on major exchanges, and live crypto prices alongside your equities — all in one portfolio view.
Allocation by type and sector, top gainers and losers, dividend income summary, and net worth over time — auto-generated on Plus and Premium.
Built for investors who actually look at their portfolio more than once a quarter.
Connect your brokerages, add manual holdings, and start tracking real performance. Free plan includes live prices.
