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, or Quantity, or Quantity + Unit Cost. We handle various brokerage export formats and calculate investment amounts accordingly.

Private by default

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

Your Investments

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

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