Shypd.aiThe largest open index of AI toolsPocket Portfolio is a Finance tool that provides private investment analysis and portfolio tracking. It features a local-first architecture, ensuring your financial ledger is processed in your browser and not warehoused on servers.
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About
Pocket Portfolio offers a sovereign, local-first wealth tracker for private investment analysis and portfolio tracking. Its unique hybrid-sync architecture processes your raw financial ledger directly in your browser, ensuring no central warehousing of your data. The platform includes Pocket Analyst, a personal quantitative analyst that uses bounded AI (Gemini & OpenAI) within a secure enclave to answer complex financial questions about your portfolio, risks, and returns. Users can import broker CSVs, track net worth across 50+ brokers, and optionally sync encrypted data to their Google Drive. It's open-source, community-led, and committed to being ad-free, providing total data portability and no vendor lock-in.
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Pricing & Plans
Free · Open Source · Paid
Not publicly disclosed. Check pocketportfolio.app for current pricing.
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