Savvy Features for Smart Investing
We provide important tools to help you make informed investment decisions and build wealth over time.
AI-Powered Analysis
Instantly process complex financial data to uncover trends and opportunities you might otherwise miss
Portfolio Optimization
Maximize returns and minimize risk with intelligent, data-driven portfolio modeling.
Personalized Insights
Receive tailored insights that align with your unique goals, preferences, and circumstances
Household Insights
Gain a clear view of your family's complete financial picture for better planning and decision-making.
Risk Management
Identify, monitor, and understand potential threats to protect your investments
Clear and Transparent
Understand your finances with complete clarity, free from pressure or outside influence.
AI-Powered Analysis
Instantly process complex financial data to uncover trends and opportunities you might otherwise miss
Portfolio Optimization
Maximize returns and minimize risk with intelligent, data-driven portfolio modeling.
Personalized Insights
Receive tailored insights that align with your unique goals, preferences, and circumstances
Household Insights
Gain a clear view of your family's complete financial picture for better planning and decision-making.
Risk Management
Identify, monitor, and understand potential threats to protect your investments
Clear and Transparent
Understand your finances with complete clarity, free from pressure or outside influence.
How Twocents.ai Works
Welcome to a smarter way to understand and grow your wealth. In just a few simple steps, you'll unlock an AI-powered portfolio dashboard with insights and gain a clear view of your financial future.
Sign Up
Create your secure account in minutes and build your customized profile.
Connect Your Accounts
Link your financial data for real-time analysis.
Explore Your Dashboard
Discover AI-driven personalized insights and actionable ideas tailored to you.
Take Action
Use clear, data-driven market insights to improve your portfolio performance and make confident decisions.
Link All Your Accounts in One Place
Get a complete picture of your financial life—automatically updated, always accurate. Twocents.ai connects to thousands of institutions so you can track everything without spreadsheets or guesswork.
Banking & Cash
Securely connect checking, savings, money markets, CDs, and even payment apps like Apple Wallet, PayPal and Venmo.
Investments & Retirement
See all your brokerage, IRA, 401(k), robo-advisors, and college savings plans in one view.
Crypto & Digital Assets
Track your coins and tokens from platforms like Coinbase, Binance, and Kraken, alongside your traditional investments.
Loans & Credit Cards
Stay on top of mortgages, credit cards, student loans, and personal loans with real-time balance updates.
Property & Real Estate
View Zillow-estimated values for your home, rental properties, and vacation homes—updated automatically.
Other Assets
Include vehicles, precious metals, collectibles, and more for a truly complete net worth picture.
Banking & Cash
Securely connect checking, savings, money markets, CDs, and even payment apps like Apple Wallet, PayPal and Venmo.
Investments & Retirement
See all your brokerage, IRA, 401(k), robo-advisors, and college savings plans in one view.
Crypto & Digital Assets
Track your coins and tokens from platforms like Coinbase, Binance, and Kraken, alongside your traditional investments.
Loans & Credit Cards
Stay on top of mortgages, credit cards, student loans, and personal loans with real-time balance updates.
Property & Real Estate
View Zillow-estimated values for your home, rental properties, and vacation homes—updated automatically.
Other Assets
Include vehicles, precious metals, collectibles, and more for a truly complete net worth picture.
Simple, Transparent Pricing
Your first month is on us.
No hidden fees. No surprises. Just smarter insights for everyone.
All Features Included:
Unlock every tool and insight without paying extra.
Unlimited Accounts:
Track and manage your full financial picture in one place.
Personalized Insights:
AI-driven insights tailored to your unique goals
