One workspace. Clear portfolio context. Better decisions.
OneFinance connects wallets, objectives, market data, and explainable intelligence so investors see concentration, drift, and next steps—not isolated ticker screens.
Multi-tenant isolation
Tamper-evident audit
Multi-wallet portfolios
Portfolio scoring
Guardrailed AI briefings
Built for investors
Portfolio & wallets
Unified ledger across wallets with holdings, transactions, and allocation views.
Learn moreObjectives & drift
Track targets, measure drift, and understand when rebalancing may be warranted.
Learn moreExplainable guidance
Deterministic recommendations with transparent reasoning—optional LLM briefings when enabled.
Learn more100%
Tenant isolation
3+
Public plans
Multi
Wallet support
SOC 2
Security controls
Start with a free trial
Choose a plan, create your account, verify your email, and sign in at the app. No credit card required for eligible trials.