Choose your starting point
What you get
Every account in a single view — total value, real returns, and whether you're still on track for the goal you're saving toward.
Illustrative — your actual accounts and progress appear once connected.
The problem
A pension here, an ETF account there, some stocks in a third app. No single place shows what you really own, how it's actually performing, or whether it adds up to the life you're saving for.
What Northstar does
Stocks, ETFs, pensions and cash from every broker — merged into a single, accurate portfolio.
Real returns, allocation by type, dividends and year-on-year growth — not just a balance.
Set a goal and project forward from your real holdings to see whether you will reach it.
How it works
Download an export from each broker and drop it in. Northstar reads the format automatically — no bank logins required.
Your accounts merge into one portfolio: total value, real returns, allocation, dividends and every holding.
Choose a target and Northstar projects forward, showing whether you are on track and what would change it.
One dashboard
Upload an export from each broker and Northstar merges them into a single portfolio — total value, real returns, allocation by type, dividends, and every holding, across all your accounts.
Your future
Set a target and Northstar projects your portfolio forward from your real holdings and contributions — and tells you, honestly, whether you'll get there.
Private by design
We can't move your money — Northstar only ever reads what you import.
We never sell your data. It's used only to show you your own portfolio.
256-bit encryption in transit and at rest, behind a private login.
Forecasts are shown as ranges and estimates — clear about what we can and can't know.
Connect your accounts
Export from your broker, drop it in, and Northstar reads it automatically. More platforms are on the way.
It takes a few minutes. No bank logins, no money movement — just clarity.
