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.
What is Portfolio?
Rallies Portfolio is a single view for your net worth and investing life. It pulls brokerages, banks, crypto wallets, and manual assets into one surface so investors can see what they own, what changed today, and what needs attention.
One view for your assets
Rallies combines brokerages, banks, crypto wallets, manual assets, and individual holdings into a single net-worth surface, so investors can read positions, balances, and cash side by side instead of switching between five apps.
Activity, insights, and digest
The portfolio surface is built around what changed: recent transactions, position moves, AI insights on exposure and risk, and a daily digest that explains the drivers behind the net worth movement.
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?
Yes, for select brokers Rallies supports trading integrations. Every trade requires explicit user confirmation before it is placed.
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.
Can I see net worth across brokerages, banks, and crypto in one place?
Yes. Portfolio combines brokerages, banks, crypto wallets, and manual assets into a single net-worth view.
Does Rallies show a daily digest of what changed?
Yes. The portfolio surface includes a daily digest that explains what changed across the accounts and assets you track.
Can AI insights explain my exposures and performance drivers?
Yes. AI insights surface exposures, risks, performance drivers, and portfolio events so you can understand what is moving your portfolio.