All your accounts. One clear picture.
Your money is spread across accounts, and no single broker shows the whole thing. IWB Terminal puts it all in one place and answers what actually matters: how you're really allocated, how far the market can fall before a margin call, and what your sold puts would cost you if assigned. Live prices, matched to your broker's own numbers.
Get started for $5/monthNo single broker can see the whole thing.
Your broker only knows the account it holds. IWB Terminal adds them all up and tells you what it means, in plain English, on live prices.
Every account, added upNEW
Connect a brokerage, or add accounts by hand: a Roth, a spouse's account, an old 401(k). They stop being separate piles and become one portfolio you can actually read.
How you're really allocated
Shares and sold puts counted together, biggest name first. Most people are far more concentrated than they think, and this is usually the first time they see it.
How far the market can fall
One number: the drop that would put you in margin call territory, worked out from your own positions, your cash, your margin loan and the assignments a fall would trigger. Move the slider and watch what any drop does.
What assignment would cost you
Every live sold put, what you'd owe if it were assigned, and what that does to your cash and your allocation. Expired contracts drop out on their own.
AI CopilotNEW
Ask anything about your own book ("what happens if NVDA drops 20%?") and get answers computed from your actual positions. Education, never advice.
Premium income, tracked honestly
Premium banked month by month and which names actually pay you, recorded automatically as your sold puts close, roll, or expire.
This is what you open every morning.
Actual screenshots of the app running a sample portfolio. Swipe through.
Sample portfolio shown. Your screens show your numbers.
Connecting your broker is read only. Always.
The most common question we get, answered plainly: here's exactly how the connection works and why your money can't be touched.
We never see your password
You sign in on your broker's own page, in a secure window. Your login goes to your broker. It never passes through IWB Terminal, so there's nothing for us to see and nothing for us to store.
Read only by design
The connection can see balances and positions. It cannot place trades, withdraw, or move money. That's not a setting we chose, it's a permission the connection simply doesn't have. Disconnect anytime, from the app or from your broker.
Powered by SnapTrade
Broker connections run through SnapTrade, a SOC 2 Type II certified service whose entire business is safe brokerage connections, used by established investing apps like Simply Wall St and Blossom, with bank grade encryption and connectivity to 400M+ investor accounts.
Prefer not to link at all? Import a CSV or type positions in, and every feature works the same. Full security details →
Up and running in two minutes.
Create your login
Name, email, password. Subscribe for $5 first, then use the same email here. Your data saves to your account from day one.
Add every account
Connect a brokerage for live sync, drop a CSV, or type positions in. Add as many accounts as you have, and they all roll into one picture.
See where you stand
How you're allocated, how far the market can fall before a margin call, and what assignment would cost you. Then ask the copilot about any of it.
Built on the Investing with Brandon playbook.
Not another generic tracker. Every screen is scored against the discipline that keeps put sellers alive, the same rules taught in the IWB community, now watching your portfolio automatically.
Five dollars a month. That's it.
No tiers, no upsells, no locked features. Billing runs through Whop, the same place as the IWB community, and cancelling is one tap.
Get started for $5/monthQuestions
Is my portfolio data safe?
Your portfolio is saved privately to your account and syncs across your devices automatically. Your password is stored using industry standard hashing, and your data is never sold or shared.
Is it safe to connect my broker?
Yes, and it's optional. Linking is read only through SnapTrade, a SOC 2 Type II certified connection service used by established investing apps, with connectivity to 400M+ investor accounts. You sign in on your broker's own page, so we never see your password, and the connection cannot place trades or move money. You can unlink anytime, from the app or from your broker's security settings. Prefer not to link? Import a CSV or type positions in, and every feature works the same. Full security details →
Is the AI giving me financial advice?
No. The copilot explains your positions and the IWB rules using your numbers. It never tells you to buy or sell anything, and neither does the app. Analytics and education only.
Is the data really live?
Yes. Prices refresh automatically from live market data, and the app tells you the exact timestamp of every price it uses. If a number is estimated (like portfolio beta), it says so.