Roadmap

What we're building, what's next and what has shipped. For release notes see updates.

In progress

Being built now.

  • MCP server

    Connect your portfolio to AI assistants that support the Model Context Protocol, read-only and scoped like the API.

  • More data coverage

    More exchanges, instruments and fundamentals, and better coverage for smaller listings.

Up next

Coming after that.

  • Native mobile apps

    iOS and Android apps with push notifications for alerts.

  • Tax reports

    Realised gains and income summaries to make tax season easier.

  • More brokers

    More import formats. Tell us which platform you use and we will prioritise it.

Shipped

Live in the app today.

  • Imports from 14 platforms

    Trading 212, Lightyear, Freetrade, Interactive Brokers, Hargreaves Lansdown, AJ Bell and more, plus a generic CSV. Every import is previewed first.

  • AI insights

    Portfolio insights and the weekly Market Pulse, in plain language.

  • News tagged to your holdings

    Headlines tagged to the holdings they affect and ranked by importance.

  • Alerts

    Price, move and earnings alerts on holdings and watchlists, delivered by email or Telegram.

  • Telegram assistant

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

  • Sharing cards and links

    Share performance as a card or a read-only link. Amounts stay hidden unless you show them.

  • Developer API

    A read-only REST API with scoped keys, documented at /developers in the app.

  • Screener and asset pages

    Filter stocks and ETFs, then open a full page per asset with price history, fundamentals and news.

  • Goals

    Set targets for a portfolio and track progress over time.

  • Document vault

    Keep statements, research and notes next to the portfolio they belong to.

  • Privacy mode

    Hide every amount on screen with one tap, for calls and screen sharing.

  • Your own AI key

    Pro users can add their own AI key and choose the model behind their insights.

  • Installable mobile app

    Add Pulseportfolio to your home screen. It opens full screen with a layout built for phones.

  • Historical FX

    Past transactions are converted at the rate on the day they happened, so mixed-currency returns add up.

Missing something you need? Tell us.