Portfolio & accounts
One pane for your
balances and risk.
Link your brokerage account, see balances and positions in real time, and stay on top of risk without switching apps. Permissions are explicit per account: data-only, paper / sim, callout, or user-approved live routing.
What it does
Balances, positions, permissions — together.
- Linked brokerage account balances and cash, refreshed on your cadence.
- Open positions with live mark-to-market and per-position P&L.
- Per-account permissions: data-only, paper, callout, or user-approved live routing.
- Risk view: concentration, factor exposures, and stress scenarios for the linked account.
Who it's for
Multi-account traders, risk-aware investors, teams.
Multi-account traders
See futures, equities, and crypto accounts side by side without flipping platforms.
Risk-focused investors
Track concentration and factor tilts continuously, not just once a quarter.
Teams and Enterprise
Per-team scoping and audit trails for who saw what, when. SSO and audit logs included.
Plan tiers
On Pro and Pro+. Per-team scope on Enterprise.
Pro adds the Portfolio / Accounts pane for your linked brokerage account. Pro+ extends to multi-account roll-ups and the full risk view. Enterprise adds per-team scoping, SSO, and audit logs. Compare on the pricing page.