Everything PulseMyPortfolio does.
Honest portfolio tracking is free for life: entry, quotes, performance, a tax preview, a first projection. Pro unlocks what saves time and money: unlimited accounts, broker imports, detailed tax export, advanced projection and AI analysis tools. Below, the line drawn row by row.
PMP is a tracking and analysis tool: it describes, it does not steer your investment decisions. You remain solely responsible for your choices.
PMP in action
The full walkthrough in about a minute: your accounts in one place, a holding with its cost basis, an analysis produced by the AI of your choice, the capital projection, and the tax export that fills in the boxes.
Recorded on the app's demonstration portfolio. The figures shown are fictitious.
| Feature | Standard free for life |
Pro |
|---|---|---|
| Accounts & portfolio | ||
| Manual entry of positions and transactions full, event-sourced ledger | ✓ | ✓ |
| Investment accounts PEA, PEA-PME, brokerage, life insurance, PER | 1 | Unlimited |
| Multi-holder household manage several people / tax households | — | ✓ |
| Broker statement import Excel/CSV file or AI photo import | 1 trial | Unlimited |
| Multi-account broker export, split automatically a single file covering several broker accounts: PMP detects them, suggests a destination for each and imports account by account | ✓ | ✓ |
| Tax safeguards at import refuses a PEA-ineligible security in a PEA, refuses to mix two broker accounts into the same PMP account | ✓ | ✓ |
| Tracking & performance | ||
| Live quotes, valuation, gains/losses, multi-currency | ✓ | ✓ |
| Allocation, dividends (yield, calendar), markets | ✓ | ✓ |
| Historical financial statements income statement, balance sheet and cash flow as charts, up to 19 years, two providers to choose from | ✓ | ✓ |
| Portfolios filed with the SEC 13F filings from twenty leading managers: breakdown, quarterly moves, the detail behind every line, comparison with a broad index | — | ✓ |
| French taxation | ||
| Tax screen IFU / 2042-2074 capital gains, dividends | Preview | ✓ Full |
| Tax export PDF / CSV, per-sale detail | — | ✓ |
| Financial-independence projection | ||
| Deterministic projection spending, return, inflation, dividends included | ✓ | ✓ |
| Monte Carlo, per-wrapper taxation, reverse goal, backtest | — | ✓ |
| One-off life events property purchase, inheritance, large expense | — | ✓ |
| Scope of the projected capital you choose account by account what enters the projection: current accounts and property left out by default | ✓ | ✓ |
| Saving several scenarios compare, load, rename, each with its own capital scope | — | ✓ |
| Net worth | ||
| Non-market assets + monthly reconciliation checking, savings, real estate… | 1 asset | Unlimited |
| Month locking + net-worth export | — | ✓ |
| AI analyses (with your own key, BYOK) | ||
| Single analyses one position, one sector, one ETF | ✓ Unlimited | ✓ |
| Privacy & platforms | ||
| Calculations on your device, no account one online activation for Pro | ✓ | ✓ |
| Encryption, biometrics, backups, device-to-device transfer local network or QR code | ✓ | ✓ |
| Cross-platform Windows, macOS, Linux, Android, Web | ✓ | ✓ |
| Support | ||
| Support | By e-mail | By e-mail, priority |
Tracking is free, the deliverable is paid
The core of PMP (entering, tracking, understanding your portfolio) is free and will stay free. Pro funds development by unlocking what has direct value: the tax return ready to file, the imports that save hours of entry, and the depth of analysis. If Pro ever stops, everything stays viewable read-only: nothing is ever locked or deleted.