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The Perfect Broker for those who manage their own wealth
Intelligent portfolio broker designed to grow and protect your wealth.
Works for
you. Works for your AI.
Stockrize makes tracking your net worth fun. It's a uniquely well
considered product. Thorough and flexible and deep in all the ways you
want. And constantly getting better."
Stockrize makes tracking your net worth fun. It's a
uniquely well considered product. Thorough and flexible and deep
in all the ways you want. And constantly getting better."
Aggregate everything
Stockrize was born out of the need for a truly unified view of wealth.
It brings everything together, no matter how diverse your assets are, so
you can finally see the complete picture. Ditch the spreadsheet.
The Basics - Banks & Brokerages
Stockrize partners with multiple aggregators, both local and global,
to bring you the best connectivity—by far. On top of that, Stockrize’s
smart algorithm picks the optimal connector for your institution from
a diverse set of aggregators. This means you get the most reliable
access to banks, brokerages, and nearly any investment account, with
connectivity to
thousands of institutions worldwide.
Alternatively, you can add tickers to track nearly any
stock, ETF, or mutual fund globally. Stockrize supports all
major stock exchanges
across the US, Canada, UK, Europe and Asia.
Digital Assets
Stockrize provides comprehensive support for digital assets—broader
and deeper than most specialized trackers. We connect with major
blockchains, exchanges, and wallets, and understand the nuances of
DeFi, NFTs, and more.
Stockrize doesn’t just list your
holdings. It recognizes and tracks staking, lending, and other
on-chain activities. Your net worth can be viewed over time in
Bitcoin, and stablecoins are properly categorized as cash equivalents.
Alts, Private Stocks, LP Positions
We get the complexities, the paperwork, and the capital calls—because
we've lived them.
Stockrize integrates directly with Carta
and other platforms.
We grok committed capital, capital calls,
distributions, and IRR.
Gold, Real Estate, Vehicles, Jewelry, Watches, anything
Stockrize combines live price feeds and AI to appraise all your assets
and keep them in sync over time.
In a nutshell, any ownable asset
you can imagine can be tracked in Stockrize.
Details
AI Import
Big banks and brokers connect, until they don’t.
Alts and private
investments live in PDFs: no sync, no connectivity, just manual work.
Stockrize
fixes that.
Upload documents or screenshots. AI Import handles the
rest.
Details
Loving Stockrize. I've been yearning for one financial
dashboard-to-rule-them-all for 12yrs
Multiple entities and Ownership Structures
Holding companies? Subsidiaries? Trusts? Partnerships? Stockrize has
you covered. Using nested portfolios, maintain separate balance sheets
for each entity, then bring them all together to see your unified net
worth.
Details
Multi-Currency Wealth
Our founding team has lived in multiple countries, navigating the
challenges of managing wealth across borders. Multi-currency is not an
afterthought for us—it’s a problem we’ve lived through and solved.
Our
founders built Stockrize to solve their
own challenges—creating a tool that simplifies the complexities of
wealth.
Multiplayer
Collaborate effortlessly with family, assistants, advisors,
accountants, or anyone you trust by sharing your portfolios. With
granular access control, you decide the level of access: grant full
control or limit it to specific portfolios. You are always in control.
Details
Real-Time Reporting
See how your investments grow over time. Get a snapshot of your
portfolio allocations from multiple dimensions. Unlike outdated PDF
reports, Stockrize provides real-time, dynamic, and beautiful
reporting. Stockrize offers advanced insights usually only reserved
for those who can afford family offices.
Cash Management
Know exactly how much cash you have across all accounts, so you have
enough liquidity for expenses and capital calls. Cash forecasting
tools ensure you're never caught by surprise, preventing forced
sales at the last moment.
Fast Forward
Forget typical “retirement calculators”—those are for fixed plans on
fixed dates. Stockrize's Fast Forward is built for those with
complex wealth who need dynamic, flexible scenario planning. No
arbitrary retirement dates—just a focus on keeping your financial
journey on an upward trend.
Details
Proof of Wealth
Need proof of funds? Accredited investor verification? Stop gathering
documents.
Simply send a self-attested proof of wealth, verified
by Stockrize.
Details
Club Benchmarks
See how people like you actually invest, allocate and grow their
wealth. Compare your key allocations and portfolio performance against
benchmarks drawn from aggregated data of an anonymous club of
Stockrize customers with similar net worths.
We give the
network’s intelligence back to you, so you can fine-tune your
portfolio strategy and make more informed allocation decisions.
Details
Your Own AI Advisor
Instant portfolio insights, 24/7 on ChatGPT, Claude, Gemini et al.
Details
Dead Man’s Switch
Don’t fumble generational wealth. Stockrize ensures your family gets
the right details when it matters—without sharing everything now.
Go
silent for too long, and Stockrize securely delivers your portfolio to
your chosen beneficiaries.
Details
Stockrize has proved to be the best product we’ve found for expats —
both those moving to the United States and Americans moving abroad —
to manage their global investments and track them in the currency of
their choice."
Stockrize makes tracking your net worth fun. It's a uniquely
well considered product. Thorough and flexible and deep in all the
ways you want. And constantly getting better."
Eoghan McCabe
Founder & CEO @ Intercom
Take back your wealth
Wealth rarely stays fully visible. As it grows, it gets distributed,
summarized, and interpreted by systems and people around it. Over
time, you stop seeing it directly.
Stockrize is built to
change that. It brings everything you own into one place so you always
have a complete, unfiltered view of your net worth.
Read our story
Skip the middleman
There's an entire industry built around charging 1% a year to
send you reports about your own money. Private banks. Multi-family
offices. Relationship managers.
You sit through four
meetings a year flipping through pretty PDFs. The software running
underneath was built for the advisor across the table. The whole thing
was never for you.
Most people don't choose this. It
happens once your wealth crosses the threshold where the system
decides you're worth serving. You can decline. Almost no one
does.
The people who use Stockrize are the ones who did.
Secure by design
We don't sell financial products. We don't sell data. We
don't run ads. We sell software. The only person we're
working for is you.
Details
Humans when you want them Never when you don't
Email us and a real person from the team replies. Don't email us
and nothing happens. That's the relationship.
Master your temperament
You know the feeling. Everything is down. Everything looks urgent. The
impulse is to act.
Stockrize slows that moment down. It
shows you the full picture — across time, across accounts, across
assets — so you can see whether anything has actually changed, or
whether it just feels like it has.
The best investment
decision is often no decision at all. Stockrize makes it easier to do
nothing.
I've used tons of net worth tracking apps. Stockrize is
my favorite by FAR. I have zero affiliation. I'm pretty
sure it's a tiny team. But they've been launching so
many cool features and are moving fast.
Stockrize has proved to be the best product we’ve found for
expats — both those moving to the United States and Americans
moving abroad — to manage their global investments and track
them in the currency of their choice."
Thousands of households use Stockrize to track their total assets
worth
$47.34 Billion
Two prices. Not based on wealth. Based on complexity.
Stockrize
Essentials
Includes all features except the feature additions of Stockrize
Black.
Stockrize
Black
For complex finances.
Stockrize Black customers get the
Essentials plus...
-
Nested Portfolios: Map trusts, LLCs and
family ownership structures, and see the flow of wealth across
entities.
Details
-
Granular Access Control: Collaborate securely
while maintaining privacy.
Details
-
Concierge Onboarding: Get help fine-tuning
your setup.
-
VIP Support: Priority Email support.
Try it fully loaded. Choose the subscription plan after the
trial.
Sign Up
Try the fully loaded version.
Choose the subscription plan
after the trial.
for business
Stockrize White Label
Plans Starting
$300/month
Stockrize has proved to be the best product we’ve found for expats
— both those moving to the United States and Americans moving
abroad — to manage their global investments and track them in the
currency of their choice."
Stockrize is the home of my financial life. I've been using it
for years now & it's my goto dashboard
