Portfolio Hub · v1

A command center for your portfolios.

Real-time prices, OHLCV charts, shared playbooks, and an AI-native API — all in one place. The single source of truth behind every investment decision you make.

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60+

Global exchanges

< 1s

Quote latency

100%

Private by default

AAPLNasdaq

189.42+2.32 (+1.24%)

Live

1D1W1M3M1YALLSMA 7

AAPL

189.42+1.24%

NVDA

918.70+2.81%

TSM

152.33-0.42%

MSFT

427.15+0.88%

BRK.B

419.82+0.31%

ASML·AMS

928.40-1.16%

GOOGL

172.55+1.03%

9988·HK

78.60+2.14%

SHOP·TO

98.12-0.57%

TSLA

248.90-1.94%

7203·TSE

3,456+0.72%

MC·PA

720.40+0.48%

AAPL

189.42+1.24%

NVDA

918.70+2.81%

TSM

152.33-0.42%

MSFT

427.15+0.88%

BRK.B

419.82+0.31%

ASML·AMS

928.40-1.16%

GOOGL

172.55+1.03%

9988·HK

78.60+2.14%

SHOP·TO

98.12-0.57%

TSLA

248.90-1.94%

7203·TSE

3,456+0.72%

MC·PA

720.40+0.48%

The hub

Everything in one place.

Track, chart, analyze, and act on your investments — without stitching together five different tools.

Multi-portfolio tracking

Every account in one view, with live cost basis, realized and unrealized gain/loss, and soft-deletes so history is never lost.

Real-time quotes

Live US prices streamed over WebSocket. REST OHLCV for 60+ global exchanges — TSX, LSE, XETRA, HKEX, TSE, and more.

Interactive OHLCV charts

Candlesticks with SMA, EMA, RSI, MACD and volume overlays. Switch timeframes from 1D to ALL without leaving the page.

Trigger-based playbooks

Arm price or manual triggers. Notifications surface when conditions fire, term deposits mature, or strategy reviews come due.

Shared with guardrails

Private by default. Invite collaborators with owner, editor, or viewer roles — every access check is enforced at the data layer.

AI-native API

Bearer-token REST so Claude, ChatGPT, and Grok can read positions and execute playbook actions on your behalf.

AAPLNasdaq

189.42+2.32 (+1.24%)

Live

1D1W1M3M1YALLSMA 7

Charts

Global markets, one chart.

OHLCV candles, live quotes, and the indicators you actually use — built on TradingView’s lightweight charting engine and fed by Finnhub’s global data.

Indicators that matter
SMA, EMA, RSI, MACD, and volume — stacked cleanly so you read direction, momentum, and strength at a glance.
Every timeframe
1D through ALL, intraday to multi-year. Switch without losing your place or re-fetching the world.
Global exchanges
Not just US. Chart tickers from TSX, LSE, XETRA, HKEX, TSE, SEHK and more through a single interface.

Playbook

Never miss a move.

Write plays in plain English, attach a machine-parseable trigger, and leave them armed. When conditions fire, notifications appear in your bell — ready for you, or for an AI assistant polling on your behalf.

→Price triggers — fire on a level, with or without volume confirmation.

→Indicator triggers — RSI, MACD crosses, moving-average touches.

→Manual triggers — checklist-style plays you execute yourself.