Your personal financial OS
Know whereyou stand.
Every account, holding and plan in one place, and a morning brief that tells you what actually changed.
Daily brief
3 things moved your money today
Retirement
On track for 2041
Net worth
+1.2% this month
$128,480
The problem
Your money lives in ten different apps. Your clarity lives in none of them.
Fragmented
Brokerage here, 401(k) there, banks everywhere. No single source of truth.
Noisy
Endless headlines and opinions, and none of them are about your situation.
Disconnected
Your plan lives in a spreadsheet that never sees what your money actually does.
See it in action
Your complete financial OS
This is the live product with today's data. Not screenshots.
Daily Brief
Your personalized market intelligence
Everything connected, finally.
Pulse connects market context with your accounts, investments, and long-term plan so you're never guessing what matters.
How it works
Connect your
accounts
Securely link your financial accounts with Plaid to see your full picture.
Set your
goals
Investing, cash targets, budgeting, and retirement timelines.
Get clear
insights
Daily when something matters. Weekly for perspective. Monthly for progress.
When you need answers
Ask Pulse about your money
Chat with Pulse to understand your portfolio, market moves, and progress toward your goals. Using your own data as context.
Personalized insights
Tailored to your accounts and goals
Clear explanations
No jargon, no generic advice
Decision support
Helps you decide, not trade
Human when you need it
Bring in a human, only if you want
When questions go beyond what software should handle, Pulse can help you connect with a financial professional. With context you approve.
You're in control
Choose when and what to share
Context prepared
Your situation clearly summarized
No surprises
No outreach without your permission
Nothing shared without your permission · You choose what's included · Revocable anytime
Most finance apps show you data. Pulse explains it.
Your financial rhythm
Daily
A quick glance when markets move
Weekly
A summary of what changed
Monthly
A check on your progress
Use it as much or as little as you want.
Who it's for
Long-term investors
Who want to stay informed without watching the market all day.
FIRE-minded planners
Who track net worth and want to know if they're still on track.
Busy professionals
Who want clarity, not another dashboard to manage.
Know where you stand.
Making money easier to understand, and help easier to find.
Get started with Pulse