Investment Tracking
Multiple brokerages. One view.
Zero guesswork.
Consolidate every brokerage, 401(k), and IRA into a single portfolio dashboard. Tax-lot tracking, allocation analysis, and real-time gains across every account you own.
14-day free trial · No credit card required
01
One portfolio, every brokerage
Your 401(k) at Fidelity, your IRA at Vanguard, your brokerage at Schwab. Thermal pulls holdings from every linked account into a single, consolidated view. No more logging into four different apps to see your total allocation.
14-day free trial · No credit card required
02
Tax-lot tracking
See individual purchase lots with cost basis, acquisition date, and holding period. Know exactly which lots are long-term vs. short-term before you sell. Unrealized gains broken down by lot, not just by position.
03
Allocation analysis
Your actual allocation across every account, not just what one brokerage shows you. Stocks vs. bonds vs. cash vs. alternatives, sliced by asset class, sector, geography, and account type.
04
Feeds your retirement plan
Portfolio data flows directly into your Monte Carlo retirement projections. No re-entering balances. Change your allocation in real life and your retirement probability updates automatically.
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
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