Portfolio management designed for clarity
48 views across 6 sections — portfolio dashboards, family finance, advanced analytics, goal planning, stress testing, and professional reports. All local-first, all on your desktop.
48
Views
across 6 sections
28+
Markets
real-time & EOD
12
Currencies
live FX conversion
58
Services
backend engine
Portfolio & Morning Pulse
Crystal-clear visibility, every morning
Your entire portfolio at a glance — Morning Pulse delivers a daily health snapshot with plain-English insights, top movers, and what matters today.
- Consolidated dashboard with P&L, allocation bars, and 52-week indicators
- Morning Pulse: health score (0-100) with smart insights
- Multi-member portfolios with individual dashboards
- Real-time FX conversion across 12 currencies
Family Finance
Your complete household financial picture
Go beyond portfolios. Track household income, expenses, debts, subscriptions, physical assets, and bills — with a unified Family Dashboard and Financial Command Center.
- Family Dashboard with combined net worth and wellness score
- Income & Expenses tracking with savings rate analysis
- Debt Tracker with payoff planning and freedom date
- Subscription audit, Asset Tracker, and Bill Calendar
Analytics & Insights
Deep analytics for smarter decisions
A full analytics engine — performance tracking, allocation analysis, forecasting, rebalancing, tax optimisation, dividend calendars, risk scoring, income estimation, and professional PDF/CSV reports.
- Performance analytics: Net Income & Net Assets assessments
- Allocation Analyzer, Holdings Breakdowns, and Ownership views
- Stock Rebalancer (Grow & Rebalance modes) and Tax Optimizer
- Dividend Calendar, Income Estimator, Risk Analytics, and Notifications
Tax & CGT
Tax-time confidence, year-round
Estimate capital gains, track cost bases, identify tax-loss harvesting candidates, and get optimisation recommendations for your jurisdiction.
- Capital gains estimation with CGT discount and FIFO lot matching
- Tax-loss harvesting candidate identification
- Tax Optimizer: optimal sell sequences and defer/harvest analysis
- Configurable financial year (AU, US, UK, NZ, and more)
Planning & Goals
Model your future with confidence
Set financial goals, run what-if scenarios, and stress test against real historical events like the 2008 GFC and COVID crash.
- Goal Tracker with progress, milestones, and on-track/at-risk status
- What-If Simulator with real-time outcome calculation
- Stress Test against historical scenarios with resilience scoring
- Portfolio and member-level growth forecasting
Reports & Management
Professional reports and full control
Generate multi-section PDF and CSV reports covering your entire financial position. Import from CSV, manage notifications, and review audit trails.
- PDF reports: cover page, TOC, net worth, holdings, tax, wellness, and more
- CSV export with full portfolio data and transaction history
- CSV import with duplicate detection and data mapping
- Audit trail, notification center, and configurable settings
Built for everyone
Whether you manage a personal portfolio or family finances
Pulse Neuron scales from a single investor tracking their first portfolio to families, SMSF trustees, and financial professionals managing complex multi-member structures.
Individual Investors
Track your personal portfolio of shares, ETFs, managed funds, and crypto with real-time pricing and full tax analysis.
Families & Households
Multi-member portfolios, household income and expenses, debt tracking, and your complete family financial picture.
SMSF Trustees
Track member holdings, generate audit-ready reports, and configure financial year settings to match your fund.
Financial Professionals
Client portfolio tracking, professional PDF and Excel reports, allocation analysis, and governance views.
Why Pulse Neuron
Built for real portfolios, not spreadsheet sprawl
Structured instruments, member attribution, cashflow entries, and reporting views designed to stay consistent as your portfolio grows.
Local-first privacy
Your data stays on your device. No cloud accounts, no tracking, no data harvesting. AES-256 encrypted sensitive data with 6-digit PIN and password protection.
58 backend services
A deep engine behind the interface — FIFO lot matching, EOFY snapshots, smart insights, financial wellness scoring, debt freedom calculations, and cash flow forecasting.
Complete financial picture
Not just portfolios — track net worth, debts, income, expenses, physical assets, subscriptions, wellness scores, financial goals, and stress test your resilience.
Explore
Dive deeper at your own pace
Learn the fundamentals, review every feature, browse the UI in detail, or compare plans.
Learn
Portfolios, asset types, and structure explained.
Platform
All 48 views across 6 sections.
Family Finance
Dashboard, budgeting, debts, and bills.
Screenshots
Browse every screen in the app.
Pricing
Full Free vs Pro comparison.
Markets
Real-time and EOD across 28+ global markets.
Ready to take control of your financial future?
48 views, 6 sections, 58 backend services — everything individuals, families, and financial professionals need.
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. Tax and CGT figures are estimates only. Consider independent professional advice where appropriate.