Question 1

What is PulsePortfolio?

Accepted Answer

PulsePortfolio is a portfolio intelligence platform that adapts to how you actually manage money — whether that's watching retirement savings grow, overseeing family wealth, or running multiple investment portfolios across asset classes.

Question 2

Who is PulsePortfolio built for?

Accepted Answer

Retirement planners who want a clean, stress-free view of long-term growth. Families and friends managing money together who need shared visibility and organized docs. Active investors splitting their world into angel deals, real estate, funds, and public markets — with the analytics to match.

Question 3

Is PulsePortfolio in beta?

Accepted Answer

Yes. PulsePortfolio is currently in private beta for testing, validation, and feedback.

Question 4

Why is beta access rolling out slowly?

Accepted Answer

We're onboarding users in stages to maintain high reliability, strong product quality, and controlled operating costs while the platform evolves quickly.

Question 5

How do I get access, and is it free?

Accepted Answer

Join the waitlist and we'll send an invite when your spot opens. During beta, the product is completely free — no credit card required.

Question 6

Can I manage multiple portfolios?

Accepted Answer

Yes. You can separate retirement accounts, family capital, angel investments, real estate, managed funds, and more — while still seeing the big picture in one dashboard.

Question 7

Can I drill down into a specific portfolio?

Accepted Answer

Absolutely. View your overall positions at the top level, then drill into any portfolio for detailed performance, metrics, and analysis.

Question 8

What assets can I track?

Accepted Answer

PulsePortfolio supports multi-asset tracking including stocks, crypto, real estate, ETFs, and other portfolio holdings — all in one place.

Question 9

Can I share portfolios with family, friends, or stakeholders?

Accepted Answer

Yes. You can share portfolio visibility with family, friends, or other stakeholders, and optionally give access to supporting docs, research, and performance data.

Question 10

Can I store research and documents?

Accepted Answer

Yes. Keep research, notes, and important documents tied to your portfolios so context always lives alongside performance.

Question 11

Can I export my portfolio data?

Accepted Answer

Yes. PulsePortfolio keeps your data portable. Export via API, CSV, Excel, PDF, or JSON — structured and ready for your own workflows.

Question 12

What kind of analytics does PulsePortfolio offer?

Accepted Answer

Both simple portfolio visibility and deeper analytics — including annualized return, drawdown, Sharpe ratio, benchmark comparison, and more for users who want beyond basic tracking.

Question 13

How do the AI features help?

Accepted Answer

AI helps you validate strategies, explore portfolio questions, and work faster with your research and investment context. It's a practical analysis layer, not a gimmick.

Question 14

What does BYOK mean?

Accepted Answer

BYOK stands for Bring Your Own Key. Connect your own AI provider API key to choose the model you trust — GPT, Claude, Gemini, and more — while controlling usage and costs.

Question 15

What does BYOM mean?

Accepted Answer

BYOM stands for Bring Your Own Model. Install a lightweight local proxy and point PulsePortfolio at any LLM — fully private, zero cloud cost, complete control.

Question 16

Is my data private?

Accepted Answer

Yes. We do not, under any circumstance, sell your data. Privacy and control are core to the product.

Question 17

What if I need help or customer support?

Accepted Answer

Email support@pulsefolio.net and we'll get it sorted as quickly as possible.

Question 18

Are you a big company?

Accepted Answer

No — we're a small team. That means we move quickly, stay close to users, and ship improvements fast.

Question 19

What if I want a feature that isn't available yet?

Accepted Answer

Send it to us. We add every request to the queue, and when multiple users ask for the same thing we move it up and get it done faster.

Question 20

Will the product change during beta?

Accepted Answer

Yes. We're moving quickly and you should expect meaningful improvements and changes. PulsePortfolio is evolving fast.

Question 21

Do you offer a newsletter?

Accepted Answer

We offer two. The Market Pulse newsletter delivers weekly news summaries to keep you informed. We also have a separate product updates newsletter for platform changes and improvements.

Frequently asked questions

Still have questions?

Elevate your
financial strategy.