Stocks, funds, crypto, accounts and assets — one dashboard, automatic pricing, and AI-powered insights into your real financial position.






Stocks, funds, crypto, cash accounts and other assets — organized across platforms in one place.
Automatic pricing covers thousands of assets; AI-powered estimates value the rest.
Total net worth, allocation, diversification and performance — one clear dashboard instead of five apps.
Ask the AI about your finances — allocation, exposure, trends — and get answers grounded in your actual portfolio.
Practical answers to what Mintail users search for.
A simple system for tracking net worth: complete inventory, consistent valuation, monthly cadence — automated with Mintail.
Read guideConsolidate stocks, funds and crypto scattered across brokers into one portfolio view with Mintail.
Read guideThree lenses for checking real portfolio diversification — asset class, geography, concentration — with Mintail's allocation analysis.
Read guideWhy stocks and crypto belong in one portfolio view, and how Mintail prices and analyzes both together.
Read guideStocks, funds, crypto, cash accounts and other assets — your entire net worth in one dashboard, across all the platforms where you hold them. Learn more
Yes. Automatic pricing covers thousands of assets, and AI-powered valuation estimates handle assets without market prices.
Yes — that is a core use case. Stocks, funds and crypto are priced side by side and combined into one total, one allocation view. Learn more
Yes. Allocation and diversification analysis shows how your money is spread across assets and classes, and flags where you are concentrated. Learn more
Yes. The built-in AI answers questions about your portfolio — exposure, allocation, trends — grounded in your actual holdings.
No — Mintail focuses on wealth: net worth, investments and assets. It complements a budgeting app rather than replacing one. Learn more