Pulse Browser
Aggregates accounts, holdings and plans into one view and delivers a daily brief on what changed
A personal financial operating system that aggregates bank accounts, brokerage holdings and retirement plans into a single view and delivers a daily morning brief summarizing what changed. It addresses fragmented finances, noisy market news and disconnected planning spreadsheets that leave individuals without a clear picture of net worth, budget and portfolio. It is for individual consumers managing personal finances. It is delivered as a SaaS web application with read-only account connections, a free tier and free calculators, and does not sell user data.
Key features
- Aggregates all accounts and holdings
- Single net worth view
- Daily morning brief
- Personalized market intelligence
- Market snapshot with indices
- Retirement tracking
- Budget tracking
- Portfolio earnings tracking
- Ask Q&A about affordability
- Headlines quick takes
- Deep dive insights
- Upcoming catalysts calendar
- Action items recommendations
- Read-only account connections
- Free financial calculators
- No social media activity within the last 30 days
GTM channels
- Blog
ICP
- Consumers general