One account. Investor and trader toolkits both included.
Gecko The investor intelligence platform

Know why you own what you own.

Gecko brings every brokerage account into one view, shows your real return and the risks hiding across all of it, and puts an AI analyst in your corner that challenges your thesis before the market does.

No card required. Read-only, we can never trade or move money.

25+
brokerages, one view
TWR
real, time-weighted returns
0
trades we can place
1 · Every account, one view
Fidelity 401(k)$96,400
Schwab brokerage$71,900
Vanguard Roth IRA$58,210
Robinhood$21,800
All accounts
$248,310
+11.4% YTD
vs SPY +9.8%
4 brokers · 37 holdings · read-only sync · deposits & withdrawals excluded from returns
2 · Risk no single statement shows
NVDA
22%3 accounts
MSFT
19%2 accounts
AVGO
17%2 accounts
VTI
12%401(k)
VYM
7%Roth IRA
Concentration across accounts
58% of everything you own sits in three names. No single account shows it.
They move together (correlation up to 0.82). Three tickers, one bet.
3 · An analyst that argues back
The Value Investor
Challenge my AI-infrastructure case.
Gecko

Your case rests on data-center spending growing 30% a year. NVDA, AVGO and MSFT all depend on it, so that one assumption carries 58% of your book.

You rated conviction 3 of 5, yet it’s your largest exposure. Your written risks don’t mention customer concentration.

If spending flattens next year, what would you expect to see first, and would you still own this much?

Reads your cases and holdings. Questions your reasoning. Never tells you to buy or sell.
4 · What’s coming for what you own
TueNVDA earnings after close3 accounts
WedFed rate decisionMacro
Oct 3VYM dividend, est. $184Roth IRA
Oct 9AVGO reached your $180 case levelAlert
Projected annual income
$4,920
From dividends across
all four accounts
1 · Every account, one view
Fidelity 401(k)$96,400
Schwab brokerage$71,900
Vanguard Roth IRA$58,210
Robinhood$21,800
All accounts
$248,310
+11.4% YTD
vs SPY +9.8%
4 brokers · 37 holdings · read-only sync · deposits & withdrawals excluded from returns
Illustrative

Built on the principles patient investors live by.

Great investors rarely share a stock pick. They share habits. Gecko turns those habits into something you practice every week.

Margin of safety

Every investment case asks what happens if you're wrong, and what would tell you early.

Stay in your circle

Write down how the business makes money. If you can't, Gecko will notice the gap.

Know what you own

Every account added up, so the bet hiding across three statements finally shows.

Temperament over cleverness

An analyst that questions you on calm days, so you've already thought it through on wild ones.

Gecko AI

An analyst that argues with you, not for you.

Most investing tools tell you about stocks. Gecko works on your reasoning. It reads your holdings across every account and the investment cases you’ve written, then asks the questions a sceptical colleague would. Pick the voice you want in your corner.

GeckoThe Value InvestorPatient and long-horizon. Asks whether you'd still own it if the market closed for five years.
GeckoThe ContrarianFinds where your book leans on the popular story, and makes the case you haven't heard.
GeckoThe SkepticHolds what you wrote up against what you hold. Conviction 3 of 5, sized like a 5?

Plus The Mentor, The Analyst and The Straight Shooter, or write your own brief. Name your analyst anything you like.

Pick your analyst
Gecko
Gecko AI
The Value Investor
Illustrative
Ask about your portfolio or your cases…

Gecko questions your reasoning. It never predicts prices or tells you to buy or sell.

From scattered accounts to a clear picture in minutes

1
Connect your accounts

Read-only links to your 401(k), IRA and brokerage accounts. Gecko pulls holdings, cost basis and activity, and keeps them in sync.

2
Write down why

Start an investment case for your largest holding: the thesis, what could go wrong, and what would change your mind.

3
Ask what you're missing

Gecko reads your whole book and your cases, then challenges your reasoning. The decisions stay yours.

Portfolio intelligence

See what no single account statement shows you.

Risk hides between accounts. A position that looks modest in your IRA can be your biggest bet once it’s added to the same stock in your brokerage and your 401(k).

One book, every account
Illustrative
Total
$248,310
Unrealized
+$31,420
Accounts
4
NVDASchwab · Robinhood · 401(k)$54,63022.0%
MSFTSchwab · 401(k)$47,18019.0%
AVGORobinhood · Schwab$42,21017.0%
VTIFidelity 401(k)$29,80012.0%
VYMVanguard Roth IRA$17,3807.0%
Cash4 accounts$12,9105.2%

Your 401(k), your IRA, your brokerage. One place.

Read-only

Connect once and every account stays in sync. 25+ brokerages supported, including the bank brokerages at Citi, U.S. Bank, BMO and CIBC.

FidelityCharles SchwabVanguardE*TRADEInteractive BrokersRobinhoodPublicWebulltastytradeCitiU.S. BankAlpaca
See all supported brokers →Broker names and marks belong to their owners. Gecko is independent and not affiliated with any listed brokerage.

Why not just use what you have?

Your broker's app

Shows one account at a time. It can't see the same bet spread across your 401(k), IRA and brokerage.

Aggregators and trackers

Add up your balances. They don't know why you bought anything, or question whether it still holds.

Research sites

Tell you about stocks. Gecko works on your decisions: your portfolio, your thesis, your blind spots.

Pricing

Every new account starts with 14 days of Pro, including read-only auto-sync for all your accounts. No card required. Cancel or downgrade any time.

Free Tester
$0
  • Every analysis feature
  • Investment Cases & journal
  • Statement uploads (up to 100 trades)
  • GeckoGecko AI: ~25 messages / month
  • Starts with a 14-day Pro trial
Pro
$12 / month
  • Everything in Free
  • Read-only auto-sync for every account
  • Unlimited trade uploads
  • GeckoGecko AI: ~500 messages / month
Unlimited
$20 / month
  • Everything in Pro
  • GeckoGecko AI: unlimited messages
  • For investors and traders who work with Gecko daily.
14-day Pro trial, no card
Read-only broker access
Cancel or downgrade any time
Your data is never sold
Compare plansFreeProUnlimited
Your portfolio
Read-only auto-sync for every account14-day trial
Holdings, allocation & cost basis across accountsLast-synced
Time-weighted returns vs your benchmark
Concentration & correlation across accounts
Volatility, Sharpe, drawdown, best & worst days
Tax view: realized gains, loss-harvesting, wash-sale watch
Earnings, dividends & macro calendar for your holdings
News for your holdings and your cases, with sentiment
Your reasoning
Investment Cases with AI critique
Price alerts from your cases, pushed to your phone
Daily AI portfolio review
Gecko AI chat about your portfolio & cases~25 / mo~500 / moUnlimited
Analyst personas, or write your own
Trader toolkit (same account)
Behavioral diagnosis, Trade Replay, daily coaching
Trade statement uploads100 tradesUnlimitedUnlimited
What $12 a month is up against

The cost is flat. The stakes aren’t.

$144
a year for Pro

About what a 1% advisory fee costs on just $15,000 of savings.

1
oversized position

Spotting one bet you didn't mean to make can matter more than a year of fees.

0
decisions made for you

Gecko sharpens your judgment. It never substitutes for it.

Illustrative. Gecko is an educational tool and can’t promise results.

Payments are processed by Stripe. We never sell or share your data. Gecko is an educational tool, not financial advice.

From early Gecko users

Most of our first users came from the trading side of Gecko. Investor reviews are next as the Portfolio Analyzer rolls out.

“Gecko AI analyzes my trades and suggests improvements all via a conversational chat. I now trade with greater confidence and recap all trades with AI.”

Michelle C.
Los Angeles, USA

“Frankly, I didn't expect so many insights from my own trading data. My intuition about my habits is now supported by data, and I can actively work on improving them week over week.”

Joe B.
California, USA

“Amazing smart little software that is now part of my weekly routine to avoid the pitfalls of day trading. The new blog is a nice touch.”

Dennis B.
Switzerland

“Tried the free account and didn't expect so many features. It saves me a ton of busy spreadsheet work. I don't trade often, so the free account works for me for now.”

Javier X.
Arizona, USA

“Have been playing around with many trading journals. This one doesn't sell you signals or tedious back-testing. It's your trading mental health checker and coach.”

Laura H.
New York, USA

“Gecko is saving me a lot of hours, and I'm already seeing improvements in my profitability by avoiding costly mistakes I was aware of but never documented.”

Jack D.
California, USA

“I am an early adopter of Gecko and the team has been incredible in making quick iterations and supporting with new features and support while keeping the price low. Gecko is the best next-gen Trading Journal.”

Claire M.
Texas, USA

“Gecko is the real deal coach based on your trades. The weekly journal grading is tougher than all my college professors.”

Matt T.
Florida, USA

“Highly recommend Gecko to traders that don't need more signals, but want trading feedback.”

Nicole M.
Florida, USA

“Gecko AI analyzes my trades and suggests improvements all via a conversational chat. I now trade with greater confidence and recap all trades with AI.”

Michelle C.
Los Angeles, USA

“Frankly, I didn't expect so many insights from my own trading data. My intuition about my habits is now supported by data, and I can actively work on improving them week over week.”

Joe B.
California, USA

“Amazing smart little software that is now part of my weekly routine to avoid the pitfalls of day trading. The new blog is a nice touch.”

Dennis B.
Switzerland

“Tried the free account and didn't expect so many features. It saves me a ton of busy spreadsheet work. I don't trade often, so the free account works for me for now.”

Javier X.
Arizona, USA

“Have been playing around with many trading journals. This one doesn't sell you signals or tedious back-testing. It's your trading mental health checker and coach.”

Laura H.
New York, USA

“Gecko is saving me a lot of hours, and I'm already seeing improvements in my profitability by avoiding costly mistakes I was aware of but never documented.”

Jack D.
California, USA

“I am an early adopter of Gecko and the team has been incredible in making quick iterations and supporting with new features and support while keeping the price low. Gecko is the best next-gen Trading Journal.”

Claire M.
Texas, USA

“Gecko is the real deal coach based on your trades. The weekly journal grading is tougher than all my college professors.”

Matt T.
Florida, USA

“Highly recommend Gecko to traders that don't need more signals, but want trading feedback.”

Nicole M.
Florida, USA

“Gecko AI analyzes my trades and suggests improvements all via a conversational chat. I now trade with greater confidence and recap all trades with AI.”

Michelle C.
Los Angeles, USA

“Frankly, I didn't expect so many insights from my own trading data. My intuition about my habits is now supported by data, and I can actively work on improving them week over week.”

Joe B.
California, USA

“Amazing smart little software that is now part of my weekly routine to avoid the pitfalls of day trading. The new blog is a nice touch.”

Dennis B.
Switzerland

“Tried the free account and didn't expect so many features. It saves me a ton of busy spreadsheet work. I don't trade often, so the free account works for me for now.”

Javier X.
Arizona, USA

“Have been playing around with many trading journals. This one doesn't sell you signals or tedious back-testing. It's your trading mental health checker and coach.”

Laura H.
New York, USA

“Gecko is saving me a lot of hours, and I'm already seeing improvements in my profitability by avoiding costly mistakes I was aware of but never documented.”

Jack D.
California, USA

“I am an early adopter of Gecko and the team has been incredible in making quick iterations and supporting with new features and support while keeping the price low. Gecko is the best next-gen Trading Journal.”

Claire M.
Texas, USA

“Gecko is the real deal coach based on your trades. The weekly journal grading is tougher than all my college professors.”

Matt T.
Florida, USA

“Highly recommend Gecko to traders that don't need more signals, but want trading feedback.”

Nicole M.
Florida, USA

Read-only. Private. Yours.

Connecting your accounts should never put them at risk. Gecko can see your holdings. It can never trade, transfer, or withdraw.

Read-only access

Connections run through SnapTrade with read-only permissions. Your broker password never reaches Gecko.

Encrypted

TLS on every connection and encryption at rest in the database.

Hosted in the USA

Infrastructure in the US East region.

Never sold

Your data is never sold. Export it or delete it, and revoke any connection, whenever you want.

Read the full security overview →

Questions

Is Gecko financial advice?

No. Gecko describes your own portfolio and questions your own reasoning. It never tells you to buy, sell, or rebalance, and it doesn't manage money. Every decision stays yours.

Can Gecko move money or place trades?

No. Broker connections are read-only through SnapTrade. Gecko can see holdings, balances, and activity. It cannot trade, transfer, or withdraw, and your broker password never reaches us.

How are my returns calculated?

Time-weighted, the way brokerages and fund managers report performance. Deposits, withdrawals, and transfers are excluded, so moving money in or out of an account never shows up as a gain or a loss.

Who are the analyst personas?

Styles you choose for how Gecko talks to you: The Value Investor, The Contrarian, The Skeptic and more. They're built around investing philosophies, not real people. You can also name your analyst whatever you like.

What happens after the 14-day trial?

You choose. Stay on Pro to keep your accounts syncing, or drop to Free and keep your last-synced holdings, your investment cases, and Gecko AI. No card is needed to start the trial.

I also trade. Do I need a second account?

No. One Gecko account includes both toolkits. The trader side grades your closed trades, replays them, and coaches you daily. Switch with the toggle at the top of the page.

Which brokers are supported?

25+ brokerages including Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Interactive Brokers, Webull, Public, tastytrade and more, plus bank brokerages at Citi, U.S. Bank, BMO and CIBC.

Is my data safe?

Connections are read-only, data is encrypted in transit and at rest, and we never sell it. You can export or delete everything and revoke any connection whenever you want.

See your whole portfolio clearly in the next five minutes.

Connect your accounts, write your first investment case, and ask your analyst what you might be missing.

Start your 14-day free trial
Also an active trader?

Same account, second toolkit: Gecko grades your closed trades, names the habits costing you money, replays sessions, and coaches you every day.

See the trader toolkit →
Gecko is an educational tool, not financial advice, and is not a registered investment adviser. It does not recommend securities or manage money. Investing involves risk, including loss of principal. You are solely responsible for your decisions. Read the full terms →