Briefcase app doesn t only let you list all your holdings of various kinds of categories in a single dashboard, it also lets you get insight from an ai fully equipped with the data from your portfolio. Think of it as an easy interface to monitor and directly chat with your stock and all other kinds of holdings including cash and physical goods.
Briefcase is a smart portfolio tracker that helps you manage stocks, crypto, and other assets in one place. Powered by AI, you can ask questions like “How diversified am I?” and get clear, personalized insights about your risk, allocation, and performance. Track your entire net worth, stay organized, and make smarter investment decisions with confidence. Start with a 3-day free trial.
