Portfolio intelligence
Your holdings, understood
Endval turns your holdings into a clear, live dashboard, charts, sector breakdowns, performance, and dividend income at a glance. Ask anything about your portfolio in plain English, or run built-in DCF, dividend, and retirement analysis when you want to dig deeper.
Free forever · No credit card · Plaid & CSV import
app.endval.com/dashboard
Portfolio Assistant
Allocation, tax lots, stress tests
Ask anything about the demo portfolio, like a general AI chatbot.
Portfolio value
$142,847.32
+$374.03 (+0.26%) today
Day
+0.26%
Range
+25.59%
Positions
8
Broker connections
Sync holdings automatically via Plaid — free on all plans
FidelitySchwabVanguardRobinhoodE*TRADE
200+
Stock research pages
3
Free calculators
Free
Forever, no card