Add the account
Add any broker, account or asset bucket once.
Keep one shared overview of brokers, cash and other assets so both partners see the same household wealth picture.
Invite a partner by email to a shared portfolio workspace so both of you see the same net-worth picture.
One shared overview for brokers, cash and other household assets.
One line = one broker, account or asset bucket. Update values manually whenever you want.
Add any broker, account or asset bucket once.
Update invested and current value when you review the account.
See totals, gains and allocation across all your platforms.
See the signals that matter without turning your portfolio into a trading terminal.
Diversification, concentration and risk signals in one score.
Spot the accounts contributing most to gains or losses.
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
Invite a partner by email so both see the same wealth overview.
Use separate workspaces when you want personal portfolios private.
Totals, allocation and history for aligned household money talks.
The owner invites a partner by email to a portfolio workspace with roles so both can access the shared overview.
Yes. Multiple workspaces let you separate personal and shared views.
No. It works for any household partners who want a shared wealth overview.
The primary distribution channel is Android on Google Play. Use the shared cloud portfolio from supported app clients you have access to.
Free on Google Play. Manual platform updates — no broker API connection required.