DashboardYour Equity Crowdfunding Portfolio—One Powerful Dashboard.
See your estimated net worth, live portfolio value, and every holding across StartEngine, Republic, Wefunder, and Dealmaker. Built for Reg CF & Reg A+ with SEC-synced history.
- Unified summary: every platform, one view
- Instant net worth & gain/loss insights
- Total privacy—your data, always secure
StartEngine, Automated.
Live valuations and alerts for every StartEngine raise—transaction history and price changes pulled together automatically.
- Auto-surface new raises & funding rounds
- Live portfolio value & gain/loss
- Real-time event & news alerts
Dealmaker, Unified.
Every round and cap-table signal in one organized view—no manual spreadsheet work required.
- Track each round as it happens
- Ownership & equity updates in context
- Full historical performance timeline
Republic, Reimagined.
Performance, alerts, and milestone tracking—plus regular valuation refresh for your entire Republic portfolio.
- Auto valuation refresh & milestone news
- Alerts for new raises and splits
- Investor-grade updates, all in one place
Wefunder. Crystal Clear.
All investments, price changes, and filings unified—Owntric keeps your live ownership front and center.
- Full round & ownership view
- Instant price & event alerts
- Automatic SEC data sync
