Equira Portfolio Manager Tools

TRACK EVERY INVESTMENT IN ONE PLACE
Follow your portfolio with live pricing, clear allocation charts, and daily snapshots that make historical performance easy to understand. Securely connect accounts with Plaid or add positions manually, while Equira keeps your profit and loss up to date.

With Equira, you can:
- Track stocks, ETFs, funds, crypto, gold, cash, custom assets, and more
- Monitor portfolio value, daily change, and historical performance
- View allocation breakdowns across assets and categories
- Follow upcoming dividends from the Portfolio tab
- Explore insider transaction activity for supported stocks
- Create watchlists and price alerts
- Open detailed asset views with charts, news, sentiment, and market data
- Customize your Portfolio dashboard to focus on the cards that matter to you
- Sync supported investment accounts or manage holdings manually

Equira is designed for clarity: elegant charts, focused dashboards, and practical analytics without clutter.

Terms of Use: https://www.equira.app/terms-and-conditions