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Portfolio Manager for Windows · v1.3.1
Pulse Neuron

Your private financial command centre

Institutional-grade analytics, your family's complete money story, and a calm daily briefing — all local-first on your Windows desktop. Now in polished light & dark themes.

Local-first & encryptedNo trackingMicrosoft Store

50+

Screens

across 8 sections

7

Quant tools

institutional-grade

345

Automated tests

guarding the money math

28+

Markets

real-time & EOD

New in v1.3.1

Explore with sample data before adding your own

Everything new, on the platform tour

Demo portfolio

Just looking? One click loads a realistic sample family — every Pro feature unlocked, your data untouched.

Trade CSV import

Bring trade history in from any broker CSV — columns, dates, and duplicates detected for you.

Data Health

How fresh every price, FX rate, and backup is — read entirely from your own device.

Optional reminders

Off by default: one quiet digest the evening before bills are due or holdings go ex-dividend.

Plus instant repeat loads for the Family Dashboard and Financial Command Center, layouts that adapt cleanly from small laptops to 4K, and a round of light-theme refinements.

Portfolio & Morning Pulse

Crystal-clear visibility, every morning

Your entire portfolio at a glance — in a polished light or dark theme. Morning Pulse opens the day with a plain-English briefing: a health score, top movers, and exactly what matters today.

  • Consolidated dashboard with P&L, allocation bars and 52-week indicators
  • Morning Pulse: a daily health score (0–100) with smart insights
  • Multi-member portfolios with live FX across 12 currencies
  • Honest returns: Modified Dietz and XIRR alongside simple returns
Tour the full platform
Morning Pulse
Morning Pulse

The Quant Engine

Institutional-grade analytics, on your desktop

Seven advanced tools that usually live behind a fund manager's terminal — Monte Carlo goal odds, historical crisis replay, factor attribution, and more — all computed on your own device, with every method explained in plain English.

  • Goal Probability: a 10,000-path Monte Carlo on your real goal
  • Crisis Replay: live your portfolio through the GFC, COVID & 2022
  • Trade Quality, Behavioural Bias & Market Regime detection
  • Always-on Vital Signs with personal policy guardrails
Explore the Quant Engine
Goal Probability — Monte Carlo
Goal Probability — Monte Carlo

Family Finance intelligence

New: The Money Story

Your family's money, told in plain English

The Money Story explains what your family earns, spends, and keeps — then ranks your opportunities, each with its dollar impact and a timeline of the dates that matter. Import a bank statement and watch it organise itself.

  • The Money Story: earn, spend, keep — with ranked opportunities
  • Guided household setup — done in about five minutes
  • One-click CSV import with automatic categorisation
  • Budgets, savings goals, bill forecasts and net worth in one picture
Explore Family Finance
Money Flow
Money Flow

Tax, Planning & Reports

New: global tax estimates

Tax-time confidence, wherever you file

Tax estimates now cover Australia, the US, Canada, the UK, and a generic Europe option — clearly estimates, never tax advice. Model your future, stress-test it, and export it all as a polished PDF.

  • Global tax estimates: Australia, US, Canada, UK + generic Europe
  • Tax Center & CGT estimation with FIFO lot matching (Free)
  • Goal Tracker, What-If Simulator and historical Stress Test
  • Multi-section PDF & CSV reports for any scope
View example PDF report
Tax Optimizer
Tax Optimizer

Trust, by design

Private by default. Honest by the numbers.

Built like software you keep for years: your data stays on your device, your history protects itself, and the money math is tested on every release.

Local-first privacy

Everything stays on your device. AES-256-encrypted profile, a 4–6 digit PIN, no cloud account, no tracking.

Automatic safe backups

Quiet automatic backups that survive an uninstall — plus a one-file export when you move to a new PC.

345 automated tests

A growing automated suite guards the money math behind every screen, on every release.

Honest methodology

Returns measured with Modified Dietz and XIRR alongside simple returns — and estimates are always labelled as estimates.

Pulse Neuron

Ready to take control of your financial future?

Free to start, with a guided five-minute setup. Light & dark themes, seven on-device quant tools, and your family's complete money story — on your Windows desktop.

Free tier available. Pro subscription managed through the Microsoft Store.

Market coverage

Real-time FX and crypto, real-time US equities, and EOD pricing across 28+ international exchanges. Australia/ASX is not currently included. View full coverage →

Disclaimer: Pulse Neuron Portfolio Manager is a decision-support tool and does not provide financial, investment, taxation, or legal advice. Forecasts and simulations are hypothetical. Tax and CGT figures are estimates only — in every supported country — and are not tax advice. Consider independent professional advice where appropriate.