OpenWealth
AI-Powered Investment Insights for Smart Investors
Track your portfolio, get AI-driven analysis, and make confident investment decisions—all in one intelligent platform.
Built by investors, for investors
Investing Shouldn't Be This Hard
Individual investors face challenges that professional fund managers solved decades ago
Scattered Portfolio
Your investments are spread across multiple brokers with no unified view
Information Overload
Hundreds of news articles and reports, but no clear actionable insights
Expensive Advice
Professional financial advisors cost thousands per year—out of reach for most
Unknown Risk
Are you properly diversified? What is your actual risk exposure? Hard to know
OpenWealth brings professional-grade investment tools to individual investors—powered by AI, designed for everyone
Everything You Need to Invest Smarter
Professional-grade tools powered by AI, designed for individual investors
Consolidate Your Investments
Track stocks, ETFs, and ADRs across all your brokers with real-time valuations and performance metrics. Get a complete view of your portfolio in one place.
Auto-sync from 12,000+ brokers via Plaid
Real-time portfolio value and gains/losses
Visual treemap of your portfolio composition
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AI-Curated News for Every Security
Stop reading dozens of articles. Get comprehensive AI-generated summaries of recent news, sentiment analysis, and upcoming catalysts for every security you watch.
Executive summaries of all recent news
Bullish/bearish sentiment with confidence scores
Risk factors and growth catalysts identified
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Professional Investment Insights
Receive comprehensive AI-powered portfolio analysis with actionable recommendations tailored to your risk profile—no expensive advisor required.
Diversification assessment scored 1-10
Risk analysis and mitigation strategies
Specific reallocation recommendations with rationale
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Chat with AI That Knows Your Portfolio
Ask questions about your holdings, market conditions, or investment strategies and get personalized, context-aware answers instantly.
Portfolio-aware responses tailored to your holdings
Investment research assistance on demand
Persistent chat history across sessions
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Start Investing Smarter in 3 Simple Steps
Get up and running with OpenWealth in minutes, not hours
01
Sign Up
Create your account in 30 seconds with Google OAuth.
02
Add Your Holdings
Connect your broker via Plaid or manually add holdings. Takes less than 5 minutes.
03
Get AI Insights
Receive your first portfolio analysis and start chatting with your AI investment assistant.
Ready to Take Control of Your Investments?
Join smart investors who are making confident decisions with AI-powered insights
Join today and start making smarter investment decisions