Secfi Portfolio
The asset tracker designed for startup employees
Track your assets, including the value of your startup equity, in a single place.
401(k)
Charles Schwab
Savings
Chase Bank
Brokerage
Robinhood
529
Fidelity
Crypto
Coinbase
Roth IRA
Betterment
Equity
Databricks
401(k)
Charles Schwab
Savings
Chase Bank
Brokerage
Robinhood
529
Fidelity
Crypto
Coinbase
Roth IRA
Betterment
Equity
Databricks
401(k)
Charles Schwab
Savings
Chase Bank
Brokerage
Robinhood
529
Fidelity
Crypto
Coinbase
Roth IRA
Betterment
Equity
Databricks
401(k)
Charles Schwab
Savings
Chase Bank
Brokerage
Robinhood
529
Fidelity
Crypto
Coinbase
Roth IRA
Betterment
Equity
Databricks
Estimate your equity value with the Industry Index
Typically you will only know your startup equity value based on the last funding round. That round was likely months ago. What is your equity worth today?
With the Industry Index your equity is valued based on a group of publicly traded companies comparable to yours.
This group of companies is curated by Secfi’s Investments and Capital Markets teams, and the value is automatically updated every day.
Track how key events impact your finances
Markers help you see the impact of important events, personalized for your assets. This includes your company’s funding rounds, grant cliffs, end of vesting, transaction history for your connected accounts, and more.
Understand your portfolio allocation across assets
Our portfolio tracker comes with allocation charts and tables to help you better understand how your wealth is spread across different asset types and categories.
Everything in one place
Securely connect your bank accounts, crypto, public stocks as well as your startup equity and see historical performance and valuation combined into one tool.
