Smart Investment Tracker by Teapot Investments

Tracking household investments can be tricky, different accounts, brokers, and family members...

And most “free” tools make you hand over your bank or brokerage logins, unless you want to enter everything manually… and get cold calls later. 😬

That’s why we built Milo Brew, your AI-powered investment tracker from Teapot Investments. ☕

Your privacy is our priority, no names, no phone numbers needed, and no sales calls.

Just upload screenshots — no risky logins required.
🔒 You can block out account numbers in your screenshots, and they’re not needed. Milo only needs tickers, quantities, purchase price, and transaction date to do the work.

Milo organizes everything automatically:
• Tracks all your accounts and family portfolios
• Looks through each holding to reveal asset allocation across all accounts
• Shows exactly how much you’re paying in fund expenses, down to the dollar
• Tracks returns and measures your progress toward retirement goals
• Works securely with screenshots, Excel or csv files

👉 Try it here: https://www.teapotinvestments.com/investme...

💬 Comment below if you’d like to see a new feature added — we listen!
👍 Like, Subscribe, and stay on top of your investments with Teapot Investments.

#InvestmentTracker #PersonalFinance #Investing #Fintech #WealthManagement #MiloBrew #TeapotInvestments #AIInvesting #PortfolioTracker #MoneyManagement #FamilyFinance #RetirementPlanning #AssetAllocation #FinanceTools #ExpenseRatio