A clearer picture of your investments

Realize brings your investment records and useful market information into one place. Import broker statements, review holdings and transactions across accounts, check allocation and returns, and keep a personal record of trades.

Public pages also bring together company fundamentals, market activity, historical price observations, chart-pattern scans and simple financial calculators. Each tool has its own limits: market data can be delayed or incomplete, calculations depend on their inputs, and historical results describe the past.

Your records, your decisions

Portfolio targets and journal entries are supplied by you. Realize does not choose securities or target percentages for your portfolio, place orders, connect to your broker account, or hold funds. Its screens and calculations are for research and record-keeping, not personal recommendations.

See Features for the current tools, Security for account and data handling, and the Disclaimer for important limits.