Vexa · free to start
See the shapeof your money.
Vexa connects every brokerage account and explains your whole portfolio in plain English, right in your browser.
- 12,000institutions you can connect, via Plaid
- 20countries covered by those connections
- Read-onlyVexa can never trade or move money
Institution and country counts per Plaid, retrieved 2026-08-21.
Every brokerage account, one screen.
Robinhood, Schwab, Fidelity, your 401(k), all in one honest picture. Connect them once and Vexa keeps one running total, one day change, and one history across every account.
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Are you actually ahead?
Your real return against the S&P 500, side by side. The same benchmark question every professional asks, answered for your actual book instead of a watchlist.
More than a tracker
A plain-English read on every holding.
Vexa explains why each position moved, with the numbers it used, then answers anything you ask. Observational, sourced, and never a buy or a sell.
Illustrative composite · sample reading on a sample book
Every morning
What changed overnight, before you look.
Once a day, before the open, Vexa reads your book against the tape and hands you the short list: moves, filings, earnings dates. Each line carries its source, and a quiet morning says so.
Illustrative composite · sample digest
Between sessions
It keeps watching with the app closed.
Every hour, Vexa rebuilds the picture of what you own and compares it against what it already told you. Almost nothing clears the bar, which is the point: three things reach you, everything else waits in the app until you come looking.
One name grows past a quarter of your book. The concentration that lifts you on green days carries the drawdown on red ones.
A dividend lands. Which holding paid it, and what it came to.
Earnings approach in something you hold. Which name, and when it reports.
A holding moved today. Your shape shifted a point. You are running ahead of the S&P. All of it is in the app, none of it is worth interrupting you for.
- Once each. A standing fact does not re-send every hour, and a dividend you have already been told about stays told.
- Quiet by default. Email and push are off until you switch them on, and quiet hours, when you set them, hold anything that lands overnight.
- Observed facts, never instructions. Where there is a figure, it carries the arithmetic it came from, and Vexa never tells you what to do about it.
Shows its work
Every number cites its source.
Trace any figure to the exact holding, price, and timestamp behind it. It is the same receipts discipline as the Convexity terminal, wearing consumer clothes.
Illustrative composite · sample receipt
Securely connect. Instantly track.
Connect your brokerages with Plaid, and your whole portfolio appears in Vexa. 12,000 institutions across 20 countries.
- Read-onlyWe see your positions, nothing more. Your credentials stay with Plaid.
- No trading, no transfersVexa can never trade or move money.
- Your data belongs to youDisconnect any institution anytime.
How Convexity handles security →
Powered by Plaid
Institution count per Plaid, retrieved 2026-08-21.
Beyond the brokerage account
The other half of your money, in the same app.
- Budget and billsCash in, cash out, and every recurring bill on one calendar.
- Savings goalsSet a target, fund it, and watch the gap close.
- Debt payoffAvalanche or snowball, charted to zero.
- Equity compGrants and vesting sit beside the rest of your book.
- Forward planningLife events and drawdown, simulated years ahead.
- Dividend safetyPayout health for every holding that pays one.
Illustrative composite · sample budget and grant
Questions people ask.
If yours is not here, ask it directly. We answer from the same place the product does, which is the actual behavior rather than the brochure.
Free to start
Bring every account into one picture.
Connect the first one in a couple of minutes. Add the rest whenever you feel like it.
Start free