Question 1

What is Pulseportfolio?

Accepted Answer

A portfolio tracker. Bring your brokers, crypto and cash into one dashboard and see how it is all doing.

Question 2

How do I get started?

Accepted Answer

Create a free account in about a minute. No card required, and you can import your first portfolio straight away.

Question 3

How much does it cost?

Accepted Answer

Free gives you up to 2 portfolios with holdings, performance, imports, watchlists and news. Pro is $14.99 (USD) a month and adds unlimited portfolios, AI insights, the screener, the calendar, your own AI key and the full developer API. Cancel anytime.

Question 4

Is there a mobile app?

Accepted Answer

Pulseportfolio works on your phone's browser and can be added to your home screen. A native app is on the roadmap.

Question 5

Which brokers can I import from?

Accepted Answer

Trading 212, Lightyear, Freetrade, Interactive Brokers, Hargreaves Lansdown, AJ Bell, InvestEngine, Vanguard, Robinhood, Fidelity, Charles Schwab and E*TRADE, plus a generic CSV. You can also add holdings by hand.

Question 6

How do imports work?

Accepted Answer

Drop in a CSV or statement from your broker. You see a preview of every transaction before anything is saved.

Question 7

What can I track?

Accepted Answer

Stocks and ETFs across 20+ markets, plus crypto, currencies, commodities and cash.

Question 8

Do mixed currencies add up?

Accepted Answer

Yes. Everything is converted to your base currency, and past transactions use the rate from the day they happened.

Question 9

Can I export my data?

Accepted Answer

Yes. Export to CSV or PDF from the app, or read it through the developer API on Pro.

Question 10

What does the AI do?

Accepted Answer

It writes portfolio insights and the weekly Market Pulse, and tags news to the holdings it affects.

Question 11

Can I use my own AI key?

Accepted Answer

Yes, on Pro. Add an OpenRouter key in Settings and pick the model you want. Your key is encrypted and only used for your own requests.

Question 12

How do alerts reach me?

Accepted Answer

By email, Telegram or both. Set price, move or earnings alerts on anything you hold or watch.

Question 13

What is the Telegram assistant?

Accepted Answer

Link Telegram once and you can ask about your portfolio, prices and news from a chat.

Question 14

Can I share my portfolio?

Accepted Answer

Yes, as an image card or a read-only link. Amounts stay hidden unless you choose to show them.

Question 15

Is my data private?

Accepted Answer

Yes. We never sell your data, and you can delete your account from Settings at any time. Separately, privacy mode hides amounts on screen in one tap, for calls, commutes and screen sharing.

Question 16

How do I get help?

Accepted Answer

Email support@pulsefolio.net. We're a small team and we reply quickly.

Question 17

Can I request a feature?

Accepted Answer

Yes. Every request goes on the list, and the most asked-for ones move up.

Frequently asked questions

Getting started

Portfolios and imports

AI

Privacy and support

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