Markets Open · Live Data
Your portfolio.
Every metric.
Instant.
Real-time allocations, tax documents, and advisor chat — in a client portal that loads faster than a Bloomberg terminal refreshes.
< 0.8s
Load time
256-bit
Encryption
99.97%
Uptime
ticker.app · live
Tax documents ready
Total Portfolio Value
$1,247,832.41
+12.4% YTD
12-Month Performance+$138,124
US Equities42%
Intl Equities22%
Fixed Income20%
Unrealized Gain+$138.1K
Dividend YTD$18,420
Tax Liability Est.$22,180
AAPL$189.42+1.2%·
MSFT$412.08+0.8%·
NVDA$875.31+3.4%·
BRK.B$391.20-0.3%·
AMZN$198.54+1.7%·
GOOGL$171.96+0.5%·
META$524.77+2.1%·
JPM$218.43-0.6%·
SPY$521.18+0.9%·
QQQ$448.62+1.1%·
BTC$67,420+4.2%·
GLD$198.91+0.3%·
AAPL$189.42+1.2%·
MSFT$412.08+0.8%·
NVDA$875.31+3.4%·
BRK.B$391.20-0.3%·
AMZN$198.54+1.7%·
GOOGL$171.96+0.5%·
META$524.77+2.1%·
JPM$218.43-0.6%·
SPY$521.18+0.9%·
QQQ$448.62+1.1%·
BTC$67,420+4.2%·
GLD$198.91+0.3%·
Proprietary Research · 2026
73%
of clients check their portfolio on mobile
before 8 a.m.
Yet most legacy platforms still serve them a 4-second load screen and a PDF from last quarter. The comparison below speaks for itself.
Feature
Ticker
Legacy A
Legacy B
Initial load time
< 0.8 seconds
4–6 seconds
3–5 seconds
Real-time portfolio value
Live · < 500ms lag
15-min delay
5-min delay
Biometric login (Face ID / Touch)
✓ Native support
✗ Not available
Partial (PIN only)
Tax document access
Instant · In-app download
PDF email (2–3 days)
Portal upload (24h lag)
Advisor messaging latency
< 30 seconds avg response
Email thread · hours
Secure message · same day
Tax-loss harvesting alerts
Automated push notification
Annual review only
Manual request required
Mobile-first interface
Native iOS & Android
Responsive web only
Responsive web only
Asset allocation visualization
Live donut + drill-down
Static PDF chart
Basic pie chart
Drawdown schedule modeling
Interactive · scenario-based
Spreadsheet export only
Not available
SOC 2 Type II certified
✓ Certified
✗ Not disclosed
✓ Certified
Multi-account consolidated view
Unified dashboard
Separate logins required
Partial aggregation
Performance attribution report
On-demand · real-time
Quarterly statement
Monthly statement
11 of 12 categories: Ticker leads
Mobile Intelligence
Your clients are already
on their phones.
The question isn't whether they'll check their portfolio at 7:47 a.m. on a Tuesday. It's whether they'll find clarity or confusion when they do.
73%
Check before 8 a.m.
2.1×
Faster than web portal
91%
Daily active retention
4.9★
App Store rating
Smart Alerts
Tax-loss harvesting opportunities, rebalancing triggers, and dividend events — pushed before you think to check.
Biometric Access
Face ID and Touch ID. Your $1.2M portfolio unlocks in 0.4 seconds, not after three password resets.
Advisor Chat
Direct line to your advisor. Average first response: 28 minutes. Not 28 hours.
On-Demand Reports
Performance attribution, drawdown modeling, and tax estimates. Generated in-app, not emailed as a PDF.
9:41
Good morning, Margaret
$1,247,832
+12.4% YTD
US Eq 42%
Intl 22%
Fixed 20%
Alt 10%
Cash 6%
Tax documents ready
2025 Form 1099-B · Tap to download
0.4s
Unlock
+$4,210
Today
Client Intelligence · Q1 2026
What the data says.
What clients say.
Institutional
"I've managed north of $40 million in client assets for eleven years. Ticker is the first platform that actually handles the information density a serious investor needs — without making me feel like I'm operating a cockpit I wasn't trained for."
$40M+ AUMManaged
Robert Ashworth
Senior Portfolio Manager · Westbrook Capital Advisors
Retired
"My husband and I track our drawdown every Saturday morning. Before Ticker, that meant logging into three different accounts, exporting spreadsheets, and hoping the numbers still made sense by Monday. Now it takes about forty seconds."
40 secWeekly review
Patricia Hensley
Retired CFO · Private Investor
Emerging HNW
"I crossed $100K in my portfolio last spring and immediately started feeling like a spreadsheet wasn't enough anymore. Ticker made me feel like I'd graduated — the asset allocation view alone changed how I think about diversification."
$100K+First milestone
Marcus Okonkwo
Senior Software Engineer · First-time six-figure investor
Security Infrastructure
Your wealth. Our responsibility.
Every line of code is written with the assumption that someone is trying to break it. Our security posture is built for institutions, delivered to individuals.
SOC 2 Type II
Certified · Audited annually
256-bit AES
End-to-end encryption
SIPC Protected
Up to $500,000 coverage
Biometric Auth
Face ID · Touch ID
Zero-Knowledge
We cannot read your data
99.97% Uptime
SLA guaranteed
Available Now · iOS & Android
Stop checking.
Start knowing.
Download Your Portal. Every metric, every document, every conversation — loaded before you've finished your first sip of coffee.
SOC 2 Certified
SIPC Protected
256-bit Encryption
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