Portfolio Pulse

A health check for your portfolio: compare your mutual funds with low-cost index funds.

Compare to low-cost index funds

See how your portfolio stacks up against SPY, MDY, IWM, AGG, or blended benchmarks.

Flexible data formats

Provide Buy Amount, Quantity, or Unit Cost. AI automatically maps columns from any brokerage export format.

Private by default

We don't store your portfolio. Your data lives in this tab only - use Clear My Data or close the tab.

AI-Powered Insights

Instant AI analysis identifies tax-efficient switches, calculates break-even periods, and prioritizes actionable recommendations.

Your Investments

Upload CSV or Excel with: Symbol, Buy Date, Buy Amount (or Quantity).

Upload File

Retirement (401k/IRA)

Ticker	Buy Date	Amount ($)	Unit Cost ($/share)

Pricing plans coming soon — Free tier now; Premium will add Plaid integration and custom blends.

How it Works

How Portfolio Pulse Works

Export from Your Brokerage

Log into your portfolio account (Vanguard, Fidelity, Schwab, etc.) and export your holdings as CSV or Excel. Don't worry about the exact format - our AI automatically maps columns from any brokerage.

We need: Symbol, Buy Date, and either Buy Amount OR Quantity (optionally with Unit Cost)

Upload to Portfolio Pulse

Click Upload File and select your exported file. Our AI automatically maps columns from any brokerage format and shows you a preview to confirm.

Want to try it out?

Use the templates (Excel | CSV) to upload your own test file.

Or just click:

Compare Performance

Click Pulse Check to see how your portfolio performed vs. low-cost index funds like SPY. We'll show you dollar-for-dollar what you would have gained or lost.

View Detailed Analysis

Click View Analysis → to break down your performance by mutual funds, index funds, and individual stocks.

Get AI-Powered Recommendations

AI automatically starts analyzing your portfolio as soon as you open the analysis page.

Watch the 🤖 AI Summary button. When it says Ready!, click it to reveal your personalized tax implications and break-even scenarios.

Privacy

Everything runs in your browser — no data leaves your device.

FAQ

My symbol isn't found

Try exact tickers (e.g., BRK.B not BRK B). Some symbols may not have historical data available.

Can I paste from Excel?

Yes! We'll automatically detect and map your columns.

What file formats are supported?

CSV and Excel (XLSX) files are supported.

Analyzing your file...

Auto-mapping columns...

Portfolio Pulse

Compare to low-cost index funds

Flexible data formats

Private by default

AI-Powered Insights

Your Investments

Your Results

Lifetime Performance Mirror

Portfolio Analysis

Confirm column mapping

Compare to low-cost index funds

Flexible data formats

Private by default

AI-Powered Insights

Your Investments

Your Results

Lifetime Performance Mirror

Portfolio Analysis

Confirm column mapping Help

🤖 AI Summary

Confirm column mapping