Built for every type of investor
Track Every Asset
Monitor prices, P&L, and allocation across 700k+ instruments worldwide—stocks, ETFs, crypto, real estate, funds, and cash. No more scattered broker apps.
Calculate True Returns
See annualised performance beyond your broker: total returns including gains, dividends, fees, deposits, and currency impacts. Time-weighted for accuracy.
Benchmark & Optimize
Compare against any index, ETF, or ticker. Uncover risks, factor exposures, and rebalancing moves with pro-grade charts and AI insights.
Precision Performance Metrics
Access pro-level risk analysis, benchmark tracking, and factor breakdowns to pinpoint exactly what drives your returns. Spot optimization opportunities and hidden risks across all your holdings with clean, actionable charts.
Unified Portfolio Tracking
Command personal, family, and business holdings in one unified view. Aggregate net worth, compare performance across accounts, and drill into metrics for stocks, crypto, funds, and cash with zero app-switching.
Smart Portfolio Intelligence
Get automatic rebalancing suggestions, volatility insights, and tailored analysis across stocks, crypto, real estate, and more—no manual work needed. Built-in analytics deliver what professionals use, available instantly for every user.
Everything you need to manage your wealth
Master multi-asset portfolios with secure analytics, custom views, and private AI—all in one dashboard. Portfolio management software designed for stocks, crypto, real estate, and beyond.
Group by your strategy
Build custom allocations for asset classes, sectors, or regions to track risk and diversification exactly how you define it. Perfect for portfolio rebalancing and wealth allocation analysis.
Tag and filter holdings
Label positions with notes or categories, then slice reports by custom subsets—like high-risk crypto or dividend stocks—for targeted performance reviews.
Holistic portfolio views
Aggregate net worth across personal, family, or business accounts. See unified metrics, benchmarks, and trends without switching apps.
Analyze any timeframe
Generate charts and reports for daily, yearly, or custom periods with volatility, drawdowns, and returns data going back years.
Export with ease
Download detailed reports as CSV, JSON, or PDF for taxes, advisors, or further analysis in your tools.
BYOAI for secure insights
Bring your own AI to query holdings privately—no data leaves your control. Get tailored summaries, risk flags, or optimization ideas on demand.
Access Your Portfolio Data Through Our API
Pull your complete portfolio data and analytics through clean, secure REST endpoints. Export in CSV, JSON, or PDF for spreadsheets, custom apps, or sharing—no limits on what you build next.
Perfect for developers automating workflows or analysts needing raw data outside the dashboard.
Get started with PulsePortfolio
*Additional usage limits may apply.