Every account. One clear picture.
Ardevio brings your investment accounts together so you can see what you hold, how it’s performing, and where you’re concentrated across every brokerage.
Coming soon to the iPhone App Store
What Ardevio shows you
Holdings across accounts
Brokerage, retirement, and education accounts in one view, with each position and its value.
Returns against a benchmark
See how your portfolio has done over the period you choose, compared with the benchmark you pick.
Exposure and diversification
Funds are opened up so you can see the companies and sectors you actually own, not just fund names.
Periodic recaps
A summary of what moved your portfolio and why, delivered on a regular schedule.
How your accounts connect
Ardevio reads your account data through Plaid, a widely used financial data network. It can’t move money or place trades. You can disconnect an account or delete your Ardevio account from within the app at any time.