PortfolioPulse is a self-hosted personal finance application built and maintained by a single individual for their own use. It aggregates data from existing brokerage, bank, and credit card accounts into a unified dashboard for tracking net worth, investment performance, and spending.
Commercial portfolio trackers either don't support all the institutions one person uses, charge subscriptions for basic features, or send personal financial data to third-party servers. PortfolioPulse exists because the maintainer wanted full visibility across every account in one place — without giving any of that data to a third party.
The application runs as a set of containerized services on personal hardware. It uses sanctioned aggregator APIs (SnapTrade for brokerages, Plaid for banks) to pull read-only account data on a daily schedule. Data is stored in a local PostgreSQL database. A web frontend exposes dashboards and reports.
No data ever leaves the maintainer's home network except for the outbound API calls required to fetch balances. There is no telemetry, no analytics, and no third-party data sharing.
Only the maintainer. PortfolioPulse is not a commercial product. It is not available for public sign-up, and there is no infrastructure to support additional users. It is, in every meaningful sense, a single-tenant personal application.