🚀 Introducing Secfi Portfolio - The asset tracker that doesn’t ignore your private equity! We're thrilled to unveil our portfolio tracker that includes your private assets and insights into your equity value. If you're a startup employee with equity, you're in for a treat! 📈 Secfi was founded on a simple, relatable story. Most of us who work here have been in your shoes, juggling the excitement and uncertainty of equity in a rapidly growing startup. We've been there, done that, and we're here to make sure you have the resources you need to thrive. Thanks to our Carta and Plaid integrations, startup employees can get an overview of all their assets in just a few clicks. Alongside Portfolio, Secfi provides a comprehensive platform to manage your equity, understand its value, calculate taxes and look to make informed decisions about your financial future. Ideal Users: Startup employees with equity who are eager to take control of their financial future. Key Features: 1️⃣ Comprehensive Sync with Carta & Plaid integrations: Connect all your financial accounts for a holistic asset overview. 2️⃣ Equity Value Insights: Visualize your stake's value and how it evolved, using the latest funding rounds data 3️⃣ Unique Comparative Analysis: Benchmark your private equity against publicly traded companies for a fresh perspective. Here's how you can get involved: 1️⃣ Try it out: If you're a startup employee with equity, give the Carta and Secfi integration a spin and let us know how it changes the game for you. 2️⃣ Share your insights: If your company isn't on the Industry Index, we want to know! Tell us your company, and suggest what public companies you think are good comparables. 3️⃣ Provide feedback: Your input is gold. Whether it's a suggestion, a compliment, or a critique, we're all ears. We want to help startup employees make better decisions about their equity. We can't wait to hear your thoughts, questions, and feedback! 💬✨

Amazing product, well done guys! Really cool to have one place for both startup equity and all other assets as well. Design looks fantastic as well 🤩

Congrats team!! 🔥

@meganyates : Congrats on the launch team, the product looks amazing.

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Ah, when you said doesnt ignore your private equity I thought you mean that it was looking at private equity investments, hedge fund investments, and other non traded assets. Does it do that?

@meganyates, a big well done for launching Secfi Portfolio - a portfolio tracker that pays attention to your private equity. It's a smart piece of work and sure to make a big impact. Keep up the great work!

Can it track real estate and how would it track the potential value of those real estate properties? Maybe use Zillow's API or something?

Love that I can import all my accounts through Plaid and my company equity through Carta to track all my assets. Well done Secfi team ✨