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See your portfolio through a new lens
Real-time portfolio analysis on Fidelity, Schwab, and Vanguard in your browser first. Sign in on the web app for Free access (up to 3 accounts and one read-only Plaid connection). Plus adds unlimited web Plaid sync and Analysis dashboards.
Add to ChromeAdd Prismfolio to Chrome in 30 seconds. No account required to get started.
Open Fidelity, Schwab, or Vanguard as you normally would. No changes to your workflow.
Prismfolio overlays real-time allocation, fee analysis, and risk metrics directly on the page.
Instant breakdown of stocks, bonds, cash, and alternatives across all holdings.
Calculate blended expense ratios and estimated fee drag on your returns.
Beta, Sharpe ratio, and standard deviation calculated in real-time.
See winners, losers, and sector context when Analysis tools support it.
See how holdings have moved vs your targets when insights support it.
On broker pages, analysis runs locally in your browser. Plaid connections are opened in the web app only (read-only); the extension never runs Plaid Link.
Chrome extension + limited signed-in web
$12/mo if billed monthly
Extension + web app with unlimited Plaid sync
Side-by-side capability breakdown for Free vs Plus.
| Capability | Free | Plus |
|---|---|---|
| Local extension on broker sites | Yes | Yes |
| Web app + read-only Plaid sync | 1 connection | Unlimited |
| Accounts | Up to 3 (manual, broker extract, or web Plaid) | Unlimited (same sources) |
| Signed-in web (Overview, Holdings, Accounts, Fees, Compare, Trade Impact) | Yes | Yes |
| Top insight on your portfolio | Yes | Yes |
| Plus Analysis (Allocation, Concentration, Performance) | — | Yes |
Swipe sideways to see all columns
Full pricing matrix on prismfolio.io/pricing.