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For IFAs & wealth operators →

Sovereign Intelligence for Serious Portfolios.

Aggregate 19+ brokers in seconds. Pocket Analyst delivers AI insights on your full portfolio picture, while our edge architecture ensures your raw, itemized ledger is never warehoused for AI inference.

Bank-grade privacy. Zero inference warehousing. 100% analytical command.
Founders Club: £12/mo or £100/yr. Prosumer-grade infrastructure.
Launch The Terminal
Start here — pick one
3 · Open terminal

For the live test-harness below, your file never leaves your device.

> Drop your broker CSV here (or click to upload) — local parser runs in your browser. No upload to our servers for this demo.
Join Founder's Club (£12/mo or £100/yr)Check My Portfolio Risk
Read how our hybrid-sync architecture works →
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LIVE DEMO
New: Pocket Analyst

Your Personal Quantitative Analyst.

Ask complex financial questions. Get instant answers. Your data never leaves the secure enclave.

Pocket Analyst combines local-first privacy with Gemini & OpenAI to answer questions about your portfolio, risks, and returns.

Try Ask AI
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TRUSTED BY 7,700+ WEALTH OPERATORS & ADVISORS

Open Source
GitHubNPM
Verified Audit
OpenAI
Google

Trusted by 7,700+ operators. Local-first ledger. Open substrate on Open Portfolio.

Open Infrastructure Substrate.

Developer tooling and sovereign packages live on Open Portfolio. Your client ledger stays local-first on Pocket.

terminal
$ npm install @pocket-portfolio/importer

$ npx pocket-init --sovereign

✓ Database initialized
✓ Local-first mode enabled
✓ Ready to import trades
Open Portfolio architecture →

The Product Portal

Three pillars of the Sovereign Financial Stack.

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The Terminal

Track net worth across 50+ brokers. Autonomous research by Pulitzer AI. 800+ weekly briefs. Human-verified.

Launch App
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Sovereign Storage

Encrypted sync to your Google Drive. Standard JSON/CSV formats. No vendor lock-in. Total data portability.

Connect Storage
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Founders & Sponsors

Back the protocol. Direct access to the Command Team. Shape the roadmap.

Request Access

Why Choose Pocket Portfolio?

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Built with transparency:
Open Source
Public Roadmap
Community Feedback
No Vendor Lock-in
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Our Mission

Pocket Portfolio exists to give individual investors sovereignty over their financial data. We bring the compute to the data: your full trade history, positions, and balances stay on your device—only a sanitized snapshot ever crosses the wire. No raw ledger upload. No central warehouse. No model training on your portfolio. Just evidence-first analysis, optional Google Drive sync you control, and a terminal that respects the boundary between you and the cloud.

The FIN Pillars

Future • Investment • Now — one engine: open core, human-centered execution, shipped insight.

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The FIN pillars: open core → shipped insight

F

Future

Open-source core

Community-owned primitives and transparent evolution — capability you can fork, audit, and extend.

  • › Open-source core
  • › Insight-first design
  • › Public roadmap
I

Investment

Human-centered UX + data engineering

Design and pipelines that respect attention: evidence in, noise out, serious portfolios in focus.

  • › Human-centered UX
  • › Robust data engineering
  • › Evidence-based decisions
N

Now

Real-time insight + delivery

Shipped learning loops: fast iteration, honest telemetry on the product (not your ledger), transparent delivery.

  • › Real-time insights
  • › Fast iterative delivery
  • › Transparent roadmap

FLOW: OPEN_CORE → UX_AND_PIPELINES → SHIPPED_INSIGHT

🚀 Early Access - Help Shape the Future

We're in active development and looking for early adopters to help us build the best portfolio tracker. Your feedback shapes our roadmap and features.

Try Beta Version

Built with community

Pocket Portfolio is open source. Contribute features, fix bugs, propose ideas, or help with docs. We keep the roadmap transparent and welcome first-time contributors.

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GitHubJoin Discord
  • • Public roadmap & issues
  • • Good-first-issue labels
  • • Code of Conduct & governance

Why Sovereign?(Powered by Local-First Architecture)

We use standard web analytics to measure traffic and improve the product. Your portfolio ledgers, broker CSVs, and import pipeline run in your browser and are not warehoused on our servers. Optional sync and AI flows are bounded and described on Architecture. Encryption for Sovereign Sync is handled client-side before data reaches your personal cloud.

Analytics and privacy

We use standard web analytics to measure site traffic and improve the application. Your financial data, portfolio ledgers, and broker CSVs are processed locally in your browser and are not warehoused on our servers. View Privacy Policy.

Client-Side Encryption

All encryption happens in your browser. We never see your data, even if you sync to Google Drive.

No Cloud Latency

Core portfolio views and imports run locally for fast feedback. Many workflows work offline; live prices and optional cloud-backed features use the network on your terms.

FAQ

Frequently asked questions about Pocket Portfolio

Is Pocket Portfolio free?

Yes. It's open source. If the community later wants premium data sources, we'll decide together.

How do you handle my data?

You control your data. We store the minimum needed and make export easy. Read the Privacy Policy and technical overview on Architecture.

Can I contribute?

Please! Check the GitHub repo for issues, roadmap, and contribution guidelines.

What data sources do you use for live prices?

We use multiple data providers including Yahoo Finance, Alpha Vantage, and others with fallback support to ensure reliability.

Is my portfolio data secure?

Yes, we use industry-standard encryption and follow privacy-first principles. Your data is stored securely and you can export it anytime.

Can I import data from other platforms?

Yes, we support CSV import from most major brokers with smart normalization to handle different formats.

Supported brokers (CSV import guides)

US desktop workflows — export help and local-first import for major brokers.

RobinhoodCharles SchwabFidelityVanguard

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Pocket Portfolio | Sovereign Local-First Wealth Tracker