Investment Tracking
Multiple brokerages. One view.
Zero guesswork.
Consolidate every brokerage, 401(k), IRA, HSA, and 529 into a single portfolio dashboard. Import historical balances, compare against same-money benchmarks, and understand your allocation without hopping between brokerages.
14-day free trial · No credit card required
01
One portfolio, every brokerage
Your 401(k), IRA, brokerage, HSA, and 529 accounts roll into one investment view. Scope the page to a single account, a tax bucket, or the whole household without losing the underlying account-level detail.
14-day free trial · No credit card required
02
Performance history you can trust
Provider-observed balances win when Thermal truly observed them. Imported CSV history fills the gaps when brokerages only provide coarse snapshots. Reconstructed values stay labeled as lower-confidence data instead of pretending to be perfect.
03
Cash-flow-aware benchmarks
Compare your portfolio against S&P 500 and Nasdaq proxies using the same deposits and withdrawals on their actual dates. The result is a same-money comparison, not a misleading price chart pasted beside your balance.
04
Holdings, allocation, and lots
Search holdings, inspect account-scoped positions, open a proportional allocation donut, and keep lot-level detail available when you need to understand cost basis and unrealized gains.
05
Feeds your retirement plan
Taxable, pre-tax, Roth, HSA, and optional education-account treatment flow into retirement planning so the plan reflects the assets you actually intend to use.
Supported Institutions
If it connects to Plaid, it works with Thermal
Ready to see your full portfolio?
Link your brokerages, see your consolidated allocation, and know exactly where you stand. Takes two minutes.
14-day free trial · No credit card required