Hey everyone! I’m Andres, the founder of Copilot 👋 Along with the growing Copilot team, I’m happy to announce that Copilot’s Investments tab is now live. I started Copilot because I was frustrated and fed up with the limitations of existing personal finance apps. Our mission is to help you reclaim your financial data from the banks, and put it to work for your own benefit. We first launched in January of last year (https://www.producthunt.com/post...), and we've been working tirelessly to make the app even better. We've built a best-in-class spending tracker that respects your privacy, and we're excited to expand into investments. The surge in investing apps and robo-advisors, along with the explosive growth of crypto, have expanded the personal finance space into services well beyond checking, savings, and credit accounts. But with increased access to investing tools, it became harder for folks to understand what's working for them and what isn't. It's time to change that! As of today, Copilot’s new Investments section empowers you to do the following: 🦅 Get a birds’ eye view of your investments. See aggregate data from investment accounts across financial institutions and services, eliminating the need to track daily investment holdings and securities fluctuations across multiple apps and websites. ⏱️ View near real-time market data. Copilot infuses near real-time market data into the Investments section to give you an idea of security prices and your top-movers during the day. 💰 See live balance estimates. We used to be limited to displaying only end-of-day balances, but we know a lot can happen in a day. Now you can see live balance estimates for your investment accounts based on near real-time market values. 📈 Understand your investment returns. Our proprietary metric calculates your investment returns, allowing you to benchmark your investments against one another to show the true performance of your holdings––not just the change in your account balances. The app is currently available in the App Store for $8.99/month, or $69.99/annually (around $5.80 per month.) To get your first two months free, simply use the invite code FREEPH 🎟 If you’d like to learn more, we're at https://copilot.money Copilot is currently only available in the US, but we'd love to expand soon. We can't wait to hear what you all think!

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I've been a customer for over a year now and it's by far the best in category (i've tried almost all of them) Congrats on investment tab / features team!

5yr ago

Copilot

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