Live Portfolio Tracker
Watch every account update in real time—crypto, stocks, and cash in one pass
FI/AI's update run keeps positions in sync across Coinbase, Fidelity, Robinhood, Wise, and anywhere else you allocate. Fire it manually after a trade or put it on an automation schedule—the tracker shows exactly what changed and where it lives.
Instant situational awareness
Locations stay attached to every position so you know which institution updated, and which still needs a refresh.
Crypto custody, public equities, RSUs, private notes, and cash sweeps refresh together. The tracker tells you where each value came from, making reconciliation a five-second scan.
Use it ad hoc or pair with automations—the same queue powers nightly syncs and triggered refreshes after your AI copilot books a trade.
Streaming portfolio refresh
Here’s what the tracker looks like once it’s running—every asset flips from pending to updated with its source location.
Launch the interactive demo
Open the tracker modal to trigger the refresh yourself. The staged accounts mirror the institutions you saw above.
This demo simulates the Update Prices workflow using portfolio accounts spread across Coinbase, Ledger, Fidelity, Robinhood, Marcus, and Wise.
Click below to open the tracker, trigger the refresh, and follow each asset as it rolls through pending → updating → success.
Cross-portfolio clarity
Compare updates across institutions in one place. Coinbase balances land beside Fidelity lots and Wise cash so you never chase another export.
Automation ready
Kick off pricing after AI-generated trades, or schedule hourly refreshes. The tracker doubles as a live audit log.