The October release

The biggest update since the beta opened. Getting your portfolio in is easier, insights are better, and Pulseportfolio now reaches you outside the app.

Imports from your broker

Drop in a CSV or statement and Pulseportfolio recognises the format. You see every transaction before anything is saved, and importing again only adds what is new.

  • Trading 212, Lightyear, Freetrade and Interactive Brokers
  • Hargreaves Lansdown, AJ Bell, InvestEngine and Vanguard
  • Robinhood, Fidelity, Charles Schwab and E*TRADE
  • A generic CSV for everything else
Albert Bierstadt, The Rocky Mountains, Lander's Peak, 1863
OverviewHoldingsActivity
Net worth
£46,867.03
+£240.33+0.52%today
  • VW
    VWRP
    Vanguard FTSE All-World
    £21,552.44
    +0.27%
  • NV
    NVDA
    NVIDIA
    £9,041.28
    +1.05%
  • AS
    ASML
    ASML Holding
    £6,139.35
    −0.40%
  • BT
    BTC
    Bitcoin
    £10,133.96
    +1.13%
Live, on sample data. Digits roll to the new amount; nothing in between is ever shown.

Insights and news

Portfolio insights and the weekly Market Pulse are now shorter and sharper, written to be read in a minute.

Headlines are linked to the holdings they affect and ranked by how much they matter. On Pro you can use your own AI key and choose the model.

Asher B. Durand, Kindred Spirits, 1849

Alerts and the Telegram assistant

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

Once Telegram is linked you can also ask about your portfolio, prices and news from a chat.

Albert Bierstadt, Among the Sierra Nevada, California, 1868

Screener and asset pages

Filter stocks and ETFs by fundamentals, then open a page for any asset with its price history, financials, news and upcoming events.

Albert Bierstadt, Looking Down Yosemite Valley, 1865

Sharing

Share your returns, top picks or a single holding as an image card or a read-only link. Amounts stay hidden unless you choose to show them.

Asher B. Durand, Kindred Spirits, 1849

Privacy mode

One tap, or Shift+H, hides every amount across the app. Percentages stay visible, so you can still check how things are going in public. Try it on the demo above.

Albert Bierstadt, Among the Sierra Nevada, California, 1868

Historical FX

Past transactions are converted at the rate on the day they happened, so a portfolio that mixes pounds, dollars and euros reports the return you actually made.

Albert Bierstadt, The Rocky Mountains, Lander's Peak, 1863

Developer API

A read-only REST API for portfolios, holdings, transactions, performance and watchlists, with scoped keys. Full access is part of Pro.

Albert Bierstadt, Looking Down Yosemite Valley, 1865
Terminal
$ curl https://app.pulsefolio.net/api/v1/portfolios \
    -H "Authorization: Bearer pp_live_••••3f9a"

{
  "data": [{
    "id": "pf_8Hk2",
    "name": "Long-term Growth",
    "role": "owner",
    "currency": "USD",
    "value": 121821.82,
    "unrealizedGainPct": 37.46,
    "holdingsCount": 9
  }],
  "meta": { "requestId": "req_8f2c1e0b7a", "count": 2 }
}

On your phone

Pulseportfolio can now be added to your home screen. It opens full screen with navigation built for phones. Native apps are on the roadmap.

Albert Bierstadt, The Rocky Mountains, Lander's Peak, 1863

Try Pulseportfolio

Every investment in one calm view. Free to start.