Investing that makes sense for your life.
Connect Fidelity, Schwab, Robinhood, and 25+ brokerages. Kanso analyzes your portfolio, assesses risk, and answers your investing questions — all in one conversation.
Powered by Plaid (banks) + SnapTrade (brokerages) · Read-only access · Credentials never stored
Know your portfolio before you make your next move.
Most investing apps give you charts. Kanso gives you answers.
Connect your brokerages
Link Fidelity, Schwab, Robinhood, Webull, IBKR, E*TRADE, and 20+ more through SnapTrade. Proper ticker normalization and real-time webhook updates — not the broken ticker data you get from Plaid alone.
Understand the risks
Risk scoring, concentration analysis, and drawdown estimates for every position. Know what you own and what you're exposed to before the next downturn.
Make informed decisions
Thinking about buying a stock? Kanso analyzes it in the context of your existing portfolio, your risk tolerance, and your household's total allocation — not in a vacuum.
What Kanso analyzes for you
Portfolio analysis
See your full allocation across all accounts — sector, asset class, and individual positions. Kanso combines Plaid bank data and SnapTrade brokerage data automatically.
Risk assessment
Every holding gets a risk score based on volatility, beta, and drawdown history. Know what you're exposed to — per position and across your whole portfolio.
Diversification score
A single number that captures how well-diversified you are — across sectors, geographies, and asset classes. Uses HHI index and concentration analysis.
Retirement readiness
Monte Carlo projections using your current savings, contribution rate, and portfolio allocation. Know whether you're on track — and what to adjust if you're not.
25+ brokerages, directly connected
Reliable holdings data from Fidelity, Schwab, Robinhood, Webull, IBKR, E*TRADE, and more — with proper ticker normalization and real-time sync. No manual entry, no stale data.
Household investment view
See your combined portfolio with your partner. "Your household has 60% tech across both 401ks" — the kind of insight no other app provides.
Questions people ask Kanso about their portfolio
“I have 80% in NVDA — is that too concentrated?”
“Should I buy more AAPL or am I overweight in tech?”
“What is the risk score on TSLA right now?”
“Am I on track for retirement at 60?”
“Our household has 60% tech — should we rebalance?”
“Should I pay off my car loan or invest the extra $500/month?”
And when you want to see the full picture...
Investing doesn't happen in a vacuum. Kanso tracks your spending, finds hidden subscriptions, and shows where your next dollar should go — so you can invest with confidence.
See how Kanso handles budgeting →