One score for your whole portfolio.
NavIQ Wealth links your investment accounts and shows how your household portfolio is built today — as a single Compass Score from 300 to 850, with the reasons behind it in plain language.
What NavIQ Wealth does
Reads every linked account together, looks through funds to their underlying holdings, and scores diversification, resilience, cost and discipline.
Short lessons matched to the parts of your score with the most room to improve. General education, not personal recommendations.
A household view of cash, cards and upcoming payments alongside your investments.
Pricing
NavIQ Wealth is free. Linking accounts and receiving a Compass Score costs nothing, and there are no paid plans at this time. If that changes, pricing will be shown here and nobody will be charged without agreeing to it first.
Contact
NavIQ Wealth, Inc.
2162 Glacier Street, Mundelein, IL 60060
Privacy
NavIQ Wealth reads holdings, balances and transactions through third-party account-linking providers. It never sees or stores your brokerage or bank logins and never moves money. We do not sell personal information. Questions: contactmjprasanna@gmail.com.
Terms
The Compass Score is descriptive: it shows how a portfolio is built today and is not personalized investment, tax or legal advice. The service is provided free of charge and you can stop using it and disconnect your accounts at any time. Questions: contactmjprasanna@gmail.com.