Securely link your accounts to enable comprehensive financial analysis and automated tracking across all your assets.
Choose from 11,000+ supported banks, brokerages, and credit unions
Your data is protected with 256-bit encryption and read-only access. We never store your login credentials.
Track all aspects of your financial life including investments, real estate, retirement accounts, and more.
Cash, investments, real estate, and personal property
Stocks, bonds, mutual funds, and ETFs
Primary residence, rental properties, and commercial real estate
401(k), IRA, and pension accounts
Get comprehensive insights into your financial health with professional-grade analytics and reporting.
Receive personalized recommendations to optimize your financial portfolio and achieve your goals faster.
Based on your financial profile, here are optimizations that could improve your financial health:
Your current investment ratio is 25.1%. Consider increasing to 35-40% for better long-term growth potential.
Consider refinancing your rental properties to take advantage of current interest rates and improve cash flow.
You're contributing $18,000 annually. Consider maxing out your 401(k) at $22,500 for additional tax benefits.
Get intelligent answers to your financial questions with our advanced AI that understands your unique situation.
Your personal financial advisor
Ask questions in plain English and get personalized answers
Get alerts about opportunities and potential risks
Monitor progress toward your financial goals automatically
You've seen what Vine Finance can do. Now it's time to start your own journey to financial freedom.
Your financial data has been analyzed and optimized.