Your investments.
One clearer picture.
Bring your stocks, ETFs and investment accounts into one view. Follow your income, understand your holdings and go deeper with WaveAI.
A new app inside TraderWaves. Currently in development.
Illustrative account snapshots · Value includes cash flows
Designed for the first release
A home for the
investments you keep.
Your broker handles the investing. Invest is being built to make the whole picture easier to understand—across accounts, holdings and income.
01 / Connected accounts
Several accounts.
One place to look.
Connect supported investment accounts once, then return to a portfolio that stays up to date. Switch between an account, a saved group or all your investments.
- Read-only broker connections with sync status
- Holdings and cash in a reporting currency
- Manual entry and CSV when you need them
Broker, account-type and currency coverage will be confirmed before launch.
Illustrative data. Accounts count once, even when portfolio groups overlap.
02 / Dividend income
See what’s paid.
Know what’s next.
Keep the income from your investments in view. Track received dividends across accounts and see announced payment dates for your holdings.
- Gross payments, withholding tax and net income
- Upcoming ex-dividend and payment dates
- Received income and declared payments kept distinct
Dates and distributions can change. Broker records confirm the income actually received.
Declared payment date
Upcoming declaration shown separately. It is not a received payment.
03 / Holdings & market context
Know what you own.
See where it sits.
See your balance across sectors, direct stocks, funds and cash. Include sector allocations inside supported ETFs to understand where your money is concentrated, then explore each holding and its price history.
- Sector exposure, including supported ETF allocations
- Holdings, funds and cash in one clear breakdown
- Average cost and realised/unrealised gains
- Stock and fund facts, linked to TraderWaves Charts
See data coverage and source dates. Missing fund data stays unclassified; a sector percentage is context, not a verdict on the right portfolio for you.
ETF · S&P 500 exposure · 0.03% annual expense ratio
Select a tile to preview its facts. Size = weight; colour = daily move. Example data, September 2026.
04 / WaveAI for your portfolio
Start with
a better question.
Ask about your investments in your own words. WaveAI will use the accounts you select to explain holdings, concentration and recorded income—with the supporting numbers in view.
All investments · 3 accounts
Technology represents 32.8% of your total balance: $5,555.00 in direct stocks plus $3,537.99 through your ETFs, using the sector weights shown in your exposure view.
Sector weights show the industry mix inside supported funds. They do not identify individual-company overlap, and the right level of exposure depends on your goals.
Based on selected holdings and recorded paymentsIllustrative conversation, not a live AI answer or investment recommendation.
One familiar workspace
Part of your
TraderWaves day.
Invest will use the same account management, charting and AI experience you already know. Your long-term investments get their own space.
Accounts
Connect, organise and manage investment accounts alongside your other connections.
Charts
Move from a holding into its market context using the matched stock or ETF listing.
WaveAI
Continue the conversation with the right investment accounts in context.
Before we launch
A few things
to know.
A focused first release. Broker coverage, plan limits and launch timing will be published as they are confirmed.
When can I use TraderWaves Invest?
Invest is coming soon. This page previews the planned first release; it is not available to connect real investment accounts yet. We will announce availability when the first supported connections and data coverage are ready.
Which brokers and investments will be supported?
The first release is focused on stocks and ETFs through a selected set of read-only broker connections. The investment broker list, account types, markets and currencies will be confirmed before launch. Existing TraderWaves trading integrations do not automatically imply Invest support. Manual entry and a CSV template are also planned.
Can I see several portfolios together?
Yes. The launch plan includes individual accounts, account groups and an All investments view. The same account will be counted once in the combined view, even if it belongs to more than one portfolio group.
Will Invest place trades or move my money?
No. Invest is designed for tracking and understanding your investments. Its broker connections will be read-only. Orders, transfers and withdrawals stay with your broker.
What will it cost?
Invest’s plan limits and connection pricing will be announced before launch. Portfolio conversations with WaveAI are planned for Pro, with an additional AI usage allowance or charge. No subscription or early-access payment is being taken on this page.
Will this include my trading accounts and crypto?
The first release brings investment accounts together. Crypto remains in TraderWaves Crypto, and trading accounts stay in the existing trading tools. A combined platform-wide wealth view is outside this first release.
Which accounts
would you bring?
Tell us which brokers you use and what you wish you could see across your investments. Help us shape the first release.
Invest is not yet available. Product previews use illustrative data. Investing involves risk, including loss of capital.