PortfolioPulse

One dashboard for every dollar you own.

A self-hosted personal finance tool that aggregates brokerage, banking, and credit card data into a unified net worth view — built for individuals who want full control over their own financial data.

What it does

PortfolioPulse pulls live position, balance, and transaction data from your existing brokerage and banking accounts. It computes daily net worth snapshots, tracks individual stock performance, and reconciles accounts across institutions.

Everything runs on your own hardware. No third-party cloud, no shared databases, no analytics — just your data, in your house.

Features

Daily net worth snapshots Automated daily snapshots track checking, savings, investment positions, and credit card debt. Backfilled history all the way to 2016.
Live brokerage positions Real-time portfolio valuation pulled directly from broker APIs. Per-stock daily P&L, gain/loss tracking, and total portfolio performance.
Transaction monitoring New transactions across all linked accounts trigger desktop notifications, with monthly cash flow summaries and category breakdowns.
Self-hosted & private Runs entirely on your own infrastructure. Database, ETL, dashboard, and notification services all containerized and locally hosted.

Connected institutions

Read-only integrations to the financial institutions used in this self-hosted personal deployment:

Charles Schwab Fidelity Robinhood BECU Bank of America American Express Capital One Citibank

Built for one user

PortfolioPulse is a personal project — a self-hosted single-user deployment maintained by its sole user. It is not a commercial product, has no paying customers, and is not offered as a service to anyone else.