Investment Tracking

Every brokerage. One view.
Honest numbers.

Consolidate every 401(k), IRA, brokerage, HSA, and crypto position. Measure performance with time-weighted returns and benchmarks that account for your deposits, not flattering math.

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14 days free · Full Pro access · No credit card

Portfolio view showing $1.2M across 26 holdings and 7 accounts with all-time return and intraday change

Intraday prices refresh through the trading day. Returns shown for 1M, 3M, 6M, YTD, 1Y, and all time.

One portfolio, every account

Your 401(k), IRA, brokerage, HSA, 529, and crypto roll into one view. Scope to a single account, a tax bucket, or the whole household without losing account-level detail.

Returns measured honestly

Thermal reports time-weighted returns, the same math mutual funds use. A $10,000 deposit is not a 10% gain, and your performance chart knows the difference.

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Benchmarks that play fair

Compare against S&P 500 and Nasdaq proxies that receive your exact deposits and withdrawals on the same dates. A same-money comparison, not a price chart pasted next to your balance.

History without holes

Provider balances win when Thermal observed them. CSV imports fill the gaps when brokerages only give coarse snapshots, and reconstructed values stay labeled as estimates instead of posing as facts.

Feeds your retirement plan

Taxable, pre-tax, Roth, and HSA balances flow straight into the Monte Carlo engine, so the plan runs on the assets you actually have.

Per-Security Detail

Click any holding. Get the whole story.

Each security opens into price history with mountain or candlestick views, your purchases and sales overlaid, unrealized and realized gains split short and long term, and how it fits your allocation.