Enterprise Portfolio Analytics & White Label Solutions
Professional-grade portfolio tracking, risk analysis, and client reporting tools for wealth managers and financial advisors. Sovereign data architecture meets enterprise needs.
Discovery Partner
Special thanks to WebOne for curating Pocket Portfolio as a featured Local-First utility in their 1EO Trust Library.
Review on WebOne →
Universal Data Engine
Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.
Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.
- • Priority access to the Roadmap & Insider Discord
- • Influence product development decisions
- • Early access to new features
- • Direct line to the development team
- • Unlimited API calls (stock prices, market data)
- • Real-time quote data
- • Historical ticker data (JSON format)
- • No rate limits or throttling
Code Supporter
I use the NPM packages and I support open source technologies.
Universal Data Engine
Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.
Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.
- • Priority access to the Roadmap & Insider Discord
- • Influence product development decisions
- • Early access to new features
- • Direct line to the development team
- • Unlimited API calls (stock prices, market data)
- • Real-time quote data
- • Historical ticker data (JSON format)
- • No rate limits or throttling
Corporate Ecosystem
White Label Portal for Financial Advisors & Wealth Managers. Enterprise-grade portfolio analytics and client reporting.
- • Custom branded client dashboard
- • White label PDF portfolio reports
- • Firm logo integration
- • Client-facing portal with your branding
- • Unlimited API calls (stock prices, market data)
- • Advanced analytics (sector breakdown, portfolio risk, rebalancing)
- • Priority support & onboarding
- • Your logo on our README
- • Early access to new features
UK FOUNDER'S CLUB
You are not tied to a specific broker. Switch brokerages freely; your data history stays here.
- ✓Unlimited API calls forever
- ✓Priority Discord access
- ✓Permanent "Founder" badge
- ✓Early access to new features
- ✓Advanced Analytics: Sector breakdown, portfolio risk (Beta), and rebalancing alerts
- ✓🏢 White Label Portfolio Reports: Generate professional branded PDF reports with your firm logo - same value as Corporate License
- ✓🇬🇧 UK Concierge Onboarding: For the first 50 UK Founders, the CTO will personally format and import your messy CSV history from Trading212/Freetrade/Hargreaves Lansdown.