See your portfolio through a new lens
Real-time portfolio analysis on Fidelity, Schwab, and Vanguard in your browser first. Free includes up to 3 accounts and one read-only Plaid sync. Plus unlocks unlimited sync and the full web workstation.
Get accessAdd 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 total expense ratios and advisory fees dragging on your returns.
Beta, Sharpe ratio, and standard deviation calculated in real-time.
See your winners, losers, and sector performance at a glance.
Drift alerts when your allocation moves outside your target ranges.
On broker pages, analysis runs locally in your browser. The optional web app uses read-only Plaid connections when you sync accounts.
Chrome extension on your broker site
$12/mo if billed monthly
Extension + web app with read-only 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 + sync) | Unlimited (synced) |
| Analysis, Research, Trade Impact, insights (web) | 3 insights/day + extension | Full workstation |
Full pricing matrix on prismfolio.io/pricing.