Rallies Portfolio
All your net worth, assets, activity, insights, and digest in one view
Connect brokerages, banks, crypto wallets, and manual assets so Rallies can show your net worth, holdings, activity, insights, and daily digest in one place.
One view for your assets
Rallies brings brokerages, banks, crypto wallets, manual assets, and investment holdings into a single net-worth surface.
Activity, insights, and digest
The portfolio surface is built around what changed: transactions, position moves, daily digest updates, and persistent AI insights.
Read-only connections
Brokerage and bank connections power tracking and analysis. Rallies cannot place trades or move funds through these connections.
Common workflows
What investors use Portfolio for
See net worth across brokerages, banks, crypto wallets, and manual assets in one view.
Review holdings, balances, positions, transactions, and activity without switching apps.
Read a daily digest that explains what changed across the accounts and assets you track.
Use AI insights to understand exposures, risks, performance drivers, and portfolio events.
Direct answer
What is Portfolio?
Rallies Portfolio is a single view for your net worth and investing life. It brings together brokerages, banks, crypto wallets, manual assets, holdings, activity, AI insights, and daily digest updates so investors can understand what they own, what changed, and what needs attention.
Questions traders ask
Frequently asked questions
What is Rallies Portfolio?
Rallies Portfolio is a single net-worth and portfolio view for connected assets, holdings, activity, daily digests, and AI insights.
Can Rallies trade from my portfolio?
No. Rallies portfolio connections are read-only and are used for research, tracking, and analytics.
What can I see in the Portfolio view?
You can see net worth, connected assets, holdings, positions, activity, daily digest updates, and AI-generated portfolio insights.