TOTAL PORTFOLIO
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all accounts
TODAY'S CHANGE
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CRYPTO EXPOSURE
—%
of total portfolio
TOTAL GAIN/LOSS
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from cost basis
BROKERAGE
$—
—
TRADITIONAL IRA
$—
—
ROTH IRA
$—
—
401(K)
$—
index funds
Portfolio Breakdown by Sector
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Portfolio Holdings
All positions across your accounts with live prices and analyst data
AI Analysis
Position analysis and action plan — refreshes automatically with prices
Position Status
Action Plan
Portfolio Insights
Risk metrics, benchmark comparison, and tax analysis
vs S&P 500 (SPY)
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Estimated Tax Liability
—
on unrealized gains
Portfolio Risk Score
—
out of 10
Cash Drag
—
uninvested capital
Position Weights
AI Analyst
Claude · Personalized context
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Profile & Risk
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Holdings
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How this works
We connect through Plaid — the same service used by Venmo, Robinhood, and Betterment. You log in directly with Plaid. Toro Wealth never sees your username or password.
YOUR DATA STAYS YOURS
Your holdings are synced so your AI analyst can evaluate your portfolio. We never share or sell your data with anyone.
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