Faro connects to your brokerage read-only, remembers every single day, and surfaces the drift, the tax windows, and the quarterly story your statements hide. You make every call.
Link any of 50+ brokerages through SnapTrade. Faro reads your holdings - it never moves your money without you.
Every quarter, Faro tells you what changed, what it cost you, and what to watch next - the portfolio review you never actually do, done for you.
Faro tracks every lot, flags harvest windows, and watches your wash-sale clock - so you stop handing the IRS money you could keep.
Each morning, a plain-language read on what moved and how your allocation is drifting - the visible surface of the intelligence underneath.