Every screen. Every feature.
Explore the full Pulse Neuron platform across 6 major sections and 38 screens. See how portfolio management, family finance, analytics, and planning work together in one desktop application.
Browse Sections
Jump to any section or toggle Pro-only screens. Every screenshot is zoomable with keyboard shortcuts.
Portfolio
Portfolio-first workflows designed for consistent valuation, clear visibility, and fast daily review. Everything aggregated in your base currency for trustworthy, comparable totals.
Portfolio Dashboard
Consolidated view: total value, holdings breakdown, day change, P&L, allocation bars, 52-week indicators, member summaries. Your command centre for the entire portfolio.
How it works
- 1Aggregates all member holdings and cash into a single portfolio-level view.
- 2Values everything in your base currency for consistent, comparable totals.
- 3Surfaces allocation bars, 52-week indicators, and day-change so you can review in seconds.
Best used for
A fast, trustworthy overview of the total position before making portfolio decisions.
Morning Pulse
Daily health snapshot: health score (0-100), smart insights engine generating plain-English observations, top movers, sector performance, alerts. Start every day informed.
How it works
- 1Calculates a daily health score (0-100) based on portfolio metrics and market conditions.
- 2Generates plain-English insights highlighting what matters most today.
- 3Surfaces top movers, sector performance, and actionable alerts in one view.
Best used for
Starting each day with a quick, intelligent summary of what changed and what needs attention.
Instrument Manager
Add/remove securities: search by ticker across 47+ global markets and crypto, assign to classification groups, view last price, day change %, exchange, currency.
How it works
- 1Search by ticker or name across 47 markets and crypto to add instruments.
- 2Assign instruments to classification groups for structured organisation.
- 3View last price, day change %, exchange, and currency at a glance.
Best used for
Keeping your instrument library clean and scalable as holdings expand over time.
Action Items
Your prioritised portfolio to-do list: rebalancing nudges, allocation drift alerts, contribution reminders, dividend follow-ups, tax deadlines, and missing data prompts. Every action is ranked by urgency so you always know what to tackle first.
How it works
- 1Continuously scans the portfolio for drift, missing data, and time-sensitive events.
- 2Ranks every item by urgency and impact so you focus on the highest-value action first.
- 3Each item links straight to the page where you can resolve it in a single click.
Best used for
Knowing exactly what to do next without scanning every page of the app to find it.
Members
Member-aware accounting for individuals and families. Each member gets their own dashboard, positions, performance, cash accounts, and planning tools — all rolling up cleanly into portfolio totals.
Member Dashboard
Individual member's holdings, positions, trade history, contributions, performance. Color-coded per member for instant visual identification across the app.
How it works
- 1Displays member-specific holdings, positions, and trade history in one view.
- 2Color-codes each member for instant visual identification across the app.
- 3Rolls up cleanly into portfolio totals while retaining individual attribution.
Best used for
Reviewing a single person's position without breaking the portfolio structure.
Member Info
Profile management: name, join date, initial contribution, status. The foundation for correct attribution and structured multi-member portfolios.
How it works
- 1Configure member name, join date, and initial contribution amount.
- 2Set member status (active/inactive) for clean reporting.
- 3Provides the foundation for attribution and structured multi-member portfolios.
Best used for
Correct member setup that keeps totals stable and reporting consistent from day one.
Member Performance
ProYear-on-year FY performance: opening value, contributions, withdrawals, closing value, dollar return, percentage return. EOFY snapshot finalisation for clean records.
How it works
- 1Presents year-on-year financial year performance with opening and closing values.
- 2Tracks contributions, withdrawals, dollar return, and percentage return per period.
- 3Supports EOFY snapshot finalisation for clean year-end records.
Best used for
Member growth reporting that stays consistent with portfolio totals across financial years.
Member Forecast
ProIndividual growth projections with configurable scenarios. Configure contribution cadences and return assumptions for personal goal planning.
How it works
- 1Runs projections at the member level for goal planning and time horizons.
- 2Configure scenarios with different contribution cadences and return assumptions.
- 3Designed for clarity: what it might take, and how long it could take.
Best used for
Personal goal planning for individuals inside a shared portfolio structure.
Cash Accounts
Multi-currency cash accounts per member: deposits, withdrawals, interest accruals, FX conversions, and running balance tracking.
How it works
- 1Track multiple cash accounts per member in different currencies.
- 2Record deposits, withdrawals, interest accruals, and FX conversions.
- 3View running balances that roll up into member and portfolio totals.
Best used for
Managing cash positions across currencies with full member attribution.
Contributions
Capital contribution history with dates and cumulative tracking. Supports ownership calculations and performance attribution.
How it works
- 1Records each capital contribution with date and amount.
- 2Tracks cumulative contributions over time for each member.
- 3Supports ownership calculations and performance attribution.
Best used for
Keeping contribution history auditable so reporting and attribution stay reliable over time.
Withdrawals
Withdrawal history and cumulative tracking. Reflects accurately across ownership, performance, and reporting views.
How it works
- 1Records each withdrawal with date, amount, and reason.
- 2Tracks cumulative withdrawals over time per member.
- 3Reflects accurately across ownership, performance, and reporting views.
Best used for
Capturing real-world outflows so performance and reporting remain accurate.
Analytics
Deep portfolio analysis tools: performance tracking, allocation analysis, risk assessment, tax planning, dividend tracking, rebalancing, and professional reporting. Everything you need for disciplined oversight.
Portfolio Performance
ProFinancial year performance analytics: Net Assets and Net Income views, EOFY snapshot system. Review growth and income outcomes across financial years.
How it works
- 1Presents Net Assets and Net Income in a legible year-by-year format.
- 2Supports EOFY snapshot system for clean year-end finalisation.
- 3Designed to reduce ambiguity in portfolio performance discussions.
Best used for
Reviewing growth and income outcomes across financial years in a reporting-friendly format.
Portfolio Forecast
ProPortfolio-level growth projections with contribution modelling and time-horizon visualisation. Turn future goals into measurable timelines.
How it works
- 1Run projections using assumptions you control (time horizon and contribution cadence).
- 2Model different contribution scenarios to see their impact on future value.
- 3Visualise time horizons to make targets, timelines, and contributions explicit.
Best used for
Turning future goals into measurable timelines and contribution plans.
Holdings Breakdown
ProDeep position analysis: allocation percentages by group/asset class, market values, instrument drilldown. See concentration and distribution clearly.
How it works
- 1Breaks down holdings by group and asset class with allocation percentages.
- 2Shows market values and lets you drill down to individual instruments.
- 3Makes concentration and distribution visible for disciplined oversight.
Best used for
Seeing concentration risk clearly before it becomes an avoidable problem.
Ownership Overview
ProMulti-member ownership percentages: who owns what, contribution vs ownership tracking, ownership evolution over time.
How it works
- 1Calculates ownership based on member value versus total portfolio value.
- 2Tracks contribution vs ownership percentages over time.
- 3Visualises ownership evolution for governance clarity.
Best used for
Clear ownership attribution for families and shared portfolio governance.
Allocation Analyzer
ProCurrent vs target allocation analysis: set targets, see drift with visual indicators, get actionable rebalancing recommendations.
How it works
- 1Set target allocations for each asset class or group.
- 2See drift from targets with clear visual indicators.
- 3Get actionable rebalancing recommendations to bring allocations back on track.
Best used for
Maintaining disciplined allocation targets and catching drift early.
Risk Analytics
ProPortfolio risk assessment: concentration analysis, diversification scoring, sector risk breakdown, correlation analysis, and risk warnings.
How it works
- 1Analyses concentration risk across holdings and sectors.
- 2Calculates diversification scores and highlights portfolio vulnerabilities.
- 3Generates risk warnings with actionable context for decision-making.
Best used for
Understanding and managing portfolio risk before problems materialise.
Dividend Calendar
ProYour complete dividend command centre: full payment history, running yield, income projections, ex-dividend tracking, and a forward-looking calendar with monthly breakdowns. Plan cash flow around expected dates and never miss a payment.
How it works
- 1Records full dividend history with dates, amounts, and reinvestment status.
- 2Calculates running yield and projects forward income with monthly breakdowns.
- 3Displays a calendar view of upcoming payments with ex-dates so you can plan cash flow.
Best used for
Full visibility into dividend income — past, present, and projected — in one place.
Tax Center
Capital gains estimation, cost base tracking, realised vs unrealised gains, tax-loss harvesting candidates, configurable financial year. Universal tax rules.
How it works
- 1Estimates capital gains with cost base tracking for each holding.
- 2Separates realised vs unrealised gains for clear tax planning.
- 3Identifies tax-loss harvesting candidates with configurable financial year.
Best used for
Staying on top of tax obligations with clear capital gains and cost base visibility.
Tax Optimization
ProTax planning with dollar-amount recommendations: optimal sell sequences, tax-efficient rebalancing, defer/harvest analysis.
How it works
- 1Recommends optimal sell sequences to minimise tax impact.
- 2Provides dollar-amount recommendations for tax-efficient rebalancing.
- 3Analyses defer vs harvest decisions for each holding.
Best used for
Making tax-smart sell decisions with concrete dollar-amount recommendations.
Rebalance Execution
ProCategory-level and holding-level rebalancing plans with trade quantity generation. Grow mode (deploy new cash) and Rebalance mode (redistribute existing).
How it works
- 1Generates rebalancing plans at both category and holding level.
- 2Calculates exact trade quantities needed to reach target allocations.
- 3Supports Grow mode (deploy new cash) and Rebalance mode (redistribute existing).
Best used for
Executing disciplined rebalancing with calculated trade quantities.
Report Generator
ProMulti-section PDF and Excel reports: cover page, table of contents, executive summary, net worth, holdings, allocation, income, debt schedule, physical assets, subscriptions, cash accounts, goals, cash flow forecast, financial wellness, tax summary, trade history. Scope: Full Portfolio / Single Member / Family Overview.
How it works
- 1Generate comprehensive PDF and Excel reports with professional formatting.
- 2Choose from Full Portfolio, Single Member, or Family Overview scopes.
- 3Includes cover page, TOC, executive summary, and 14+ detailed section breakdowns.
Best used for
Producing professional-grade portfolio reports for review, records, or advisors.
Notification Center
Centralised alerts: upcoming bills, dividend payments, rebalancing reminders, tax deadlines, goal milestones. Filter by member for focused attention.
How it works
- 1Aggregates all alerts and notifications into a single, organised view.
- 2Filter notifications by member for focused attention.
- 3Covers bills, dividends, rebalancing, tax deadlines, and goal milestones.
Best used for
Staying on top of every important financial event and deadline.
Family Finance
Beyond portfolios — track your complete household financial picture. Net worth, income, expenses, debts, physical assets, subscriptions, and bills in one place. The full picture for families, individuals, and SMSF trustees.
Family Dashboard
ProUnified household overview: combined net worth, all members aggregated, financial wellness score, profile completeness, member colour-coded cards.
How it works
- 1Aggregates all family members into a unified household financial view.
- 2Calculates combined net worth and financial wellness score.
- 3Displays member colour-coded cards with profile completeness indicators.
Best used for
Getting a single, unified view of your entire household financial position.
Financial Command Center
ProCentral hub: net worth dashboard, quick actions, income/expense overview, asset/debt summary, financial health metrics. Your complete financial picture at a glance.
How it works
- 1Presents a central command hub with net worth and key financial metrics.
- 2Provides quick actions for common tasks and navigation shortcuts.
- 3Summarises income, expenses, assets, and debts in one actionable view.
Best used for
Navigating your complete financial picture from a single central hub.
Net Worth Timeline
ProWatch your wealth journey unfold over time. A beautiful interactive chart of total assets, total liabilities, and net worth across months and years — with milestone markers, period-over-period growth, and the underlying trend behind every number.
How it works
- 1Plots assets, liabilities, and net worth as an interactive timeline you can scrub through.
- 2Captures snapshots automatically so the long-term trend builds itself with no manual entry.
- 3Highlights milestones, growth percentages, and inflection points across selectable time ranges.
Best used for
Seeing the long-term arc of your wealth in one glance — and proving the plan is working.
Income & Expenses
ProHousehold income/expense categorisation, monthly/annual summaries, cash flow analysis, savings rate. Understand where money comes from and goes.
How it works
- 1Categorise household income and expenses for structured tracking.
- 2View monthly and annual summaries with cash flow analysis.
- 3Calculate savings rate and identify trends over time.
Best used for
Understanding where money comes from and goes, with clear savings rate visibility.
Debt Tracker
ProAll household debts: mortgages, personal loans, credit cards. Balance tracking, interest rates, payment schedules, paydown planning, and debt freedom projections.
How it works
- 1Track all household debts including mortgages, loans, and credit cards.
- 2Monitor balances, interest rates, and payment schedules in one place.
- 3Plan paydown strategies with visibility into total debt reduction over time.
Best used for
Managing and planning the paydown of all household debts in one view.
Asset Tracker
ProNon-investment assets: real estate, vehicles, collectibles. Valuation history, appreciation/depreciation, asset-debt linking for net equity visibility.
How it works
- 1Track non-investment assets like real estate, vehicles, and collectibles.
- 2Record valuation history to see appreciation or depreciation over time.
- 3Link assets to debts (e.g. property to mortgage) for net equity visibility.
Best used for
Tracking the full picture of physical assets alongside investment portfolios.
Subscription Audit
ProAll recurring subscriptions: monthly/annual costs, categories, renewal dates, cost optimisation insights. Find savings you didn't know existed.
How it works
- 1Catalogue all recurring subscriptions with costs and renewal dates.
- 2Categorise subscriptions and view monthly/annual totals.
- 3Identify cost optimisation opportunities and unnecessary spend.
Best used for
Auditing recurring costs and finding subscription savings opportunities.
Bill Calendar
ProUpcoming bills and payment schedule: due dates, recurring bills, aggregated cash flow position, payment alerts. Never miss a bill.
How it works
- 1View upcoming bills with due dates and recurring schedules.
- 2See aggregated cash flow position to plan for upcoming payments.
- 3Receive payment alerts so nothing falls through the cracks.
Best used for
Never missing a bill payment with clear calendar visibility and alerts.
Planning
Set financial goals, model what-if scenarios, and stress test your portfolio against historical market events. Turn aspirations into structured, trackable plans.
Goal Tracker
ProCreate financial goals with target amounts, dates, progress tracking, on-track/at-risk status indicators, and milestone tracking.
How it works
- 1Create financial goals with target amounts and target dates.
- 2Track progress with on-track/at-risk status indicators.
- 3Set milestones within each goal for incremental progress visibility.
Best used for
Turning financial aspirations into structured, trackable goals with clear status.
What-If Simulator
ProInteractive scenario modelling: parameter sliders for returns, contributions, withdrawals. Real-time outcome calculation, scenario comparison side by side.
How it works
- 1Adjust parameter sliders for returns, contributions, and withdrawals.
- 2See real-time outcome calculations as you change assumptions.
- 3Compare multiple scenarios side by side to inform decisions.
Best used for
Exploring different financial futures before committing to a strategy.
Stress Test
ProPredefined market scenarios (2008 GFC, COVID crash, rate hike): drawdown analysis, resilience scoring, risk quantification against historical events.
How it works
- 1Apply predefined market scenarios like the 2008 GFC or COVID crash to your portfolio.
- 2Analyse potential drawdowns and quantify risk exposure under each scenario.
- 3Receive resilience scores to understand how robust your portfolio is.
Best used for
Understanding how your portfolio would perform in historical market crises.
Management
Imports, audit trails, settings, and licensing — everything you need to administer your portfolio professionally and keep your data organised.
CSV Import
CSV Import
ProImport portfolio data from CSV: trade import, cash flow import, bank statement import, duplicate detection, data mapping, format validation.
How it works
- 1Import trades, cash flows, and bank statements from CSV files.
- 2Automatic duplicate detection prevents accidental double-entry.
- 3Data mapping and format validation ensure clean imports every time.
Best used for
Migrating existing portfolio data or importing bulk transactions efficiently.
Audit Trail
ProComplete change logging: who changed what, when, action categories, searchable history. Full accountability and governance.
How it works
- 1Logs every change with who made it, what changed, and when.
- 2Categorises actions for easy filtering and review.
- 3Provides searchable history for governance and accountability.
Best used for
Maintaining a complete, searchable record of all changes for accountability.
Settings
Settings
Base currency, family finance currency, financial year configuration (presets for AU/US/UK/NZ etc.), portfolio database info, inception date, welcome guide.
How it works
- 1Configure base currency and family finance currency for consistent valuation.
- 2Set financial year using presets (AU, US, UK, NZ, etc.) or custom dates.
- 3View portfolio database info, inception date, and re-access the welcome guide.
Best used for
Getting foundational settings right so everything else reports accurately.
About & Legal
App version info, licensing details, legal notices, acknowledgements, and clear visibility into Free vs Pro tier limits with Microsoft Store upgrade path.
How it works
- 1View current app version, licensing status, and legal notices.
- 2See Free vs Pro tier limits: members, portfolios, and instruments at a glance.
- 3Upgrade seamlessly through the integrated Microsoft Store experience.
Best used for
Quick access to version info, licensing status, and legal documentation.
Ready to take control of your finances?
Start with the free tier or unlock the full platform with Pro. Professional portfolio management, family finance tracking, and advanced analytics — all from your desktop.