wallsync
Stop jumping between tabs.
Start orchestrating.
Trade, track, and audit your assets without jumping between platforms. A beautifully streamlined core designed to keep you focused on what matters.
Real-Time Markets
+4,000 assets. Stocks, ETFs, crypto and commodities tracked live with instant search.
Portfolio Intelligence
Allocation charts, top movers, and risk exposure calculated in real-time.
Rapid Trade
Execute market and limit orders directly from the dashboard with one click.
Unified Ledger
Complete history of every transaction, fee, and dividend. Searchable and filterable.
Account management
Checking and investment accounts unified in a single, coherent view.
Your money,
now audible.
Stop digging through spreadsheets. Talk to your portfolio, audit transactions, and get real-time market insights through specialized AI agents that know your data.
Aura: Strategic portfolio rebalancing.
Pulse: Real-time NASDAQ/NYSE alerts.
Guardian: Automated transaction auditing.
Aura
Portfolio Optimizer
Analyzing positions... Your NVDA exposure is currently 14% of your total equity. Given the recent volatility, I suggest trimming to 10% and reallocating to Treasury ETFs.
AI-POWERED FINANCIAL ASSISTANTS
Your agents. Your rules.
Each agent watches a different part of your money — your portfolio, spending, the markets — and tells you what's happening, what to do, and why.
Aura
Portfolio Optimizer
Maximizes performance by suggesting strategic rebalances and identifying underutilized assets.
Pulse
Market Intelligence
Real-time surveillance on NASDAQ/NYSE. Alert, fast, and focused on market-moving news.
Sage
Financial Advisor
Your guide for long-term financial health, savings trends, and comprehensive retirement planning.
Guardian
Transaction Analyst
Vigilant surveillance over cash flows. Meticulously audits fees and detects unusual patterns.
Zenith
Goal Tracker
Ensures you hit every financial milestone with structured tracking and motivating projections.
Built in collaboration with Wallbit
Infrastructure powered by Wallbit's global financial API
Frequently Asked Questions
Everything you need to know about wallsync and how it works.