Launch AppUtility
For IFAs & wealth operators →

The Local-First Wealth Terminal.

Analyze broker CSVs with Pocket Analyst and a local-first pipeline built for serious portfolios. Your raw financial ledger is processed in your browser and is not warehoused on our servers — for the hero demo below, your file never leaves your device.
Founders Club: £12/mo or £100/yr. Cancel anytime. Prosumer-grade terminal for serious portfolios.

Start here — pick one
3 · Open terminal
> Drop your broker CSV here (or click to upload) — local parser runs in your browser. No upload to our servers for this demo.
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Read how our hybrid-sync architecture works →
Actual footage of Pocket Portfolio running on localhost
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.

Terminal Dashboard

The Terminal

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

Launch App
Google Drive

Sovereign Storage

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

Connect Storage
Founders Crown

Founders & Sponsors

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

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Why Choose Pocket Portfolio?

100%
Free & Open Source
0
Sign-up Required
Privacy
First Design
Community
Led Development
Built with transparency:
Open Source
Public Roadmap
Community Feedback
No Vendor Lock-in

🚫Ad-Free Promise

We will always be ad-free and will never sell ads on the platform. The only exception is educational tools and resources that help users learn about investing.

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.

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
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
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.

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

News Room

Distributed, Local-First Wealth-Tech & Financial Market Briefings.

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Pocket Portfolio | Sovereign Local-First Wealth Tracker