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Prismfolio™
A Chrome extension for Fidelity, Schwab and Vanguard, with a web app where your accounts stay saved.
Free. The web app signs you in with Google, no card; the extension needs no account.
Type a trade and see the portfolio after it: allocation before and after, and how much of that ticker you already hold directly or through your funds. Sample portfolio: buying $1,000 of AAPL with VTI, VXUS and BND held takes AAPL from 3.6% to 12.3% of the portfolio, counting the shares inside your funds.
Fidelity, Schwab, Vanguard and most other brokerages through Plaid, read-only.
See the stocks inside your funds, added up across every account.
See what your funds cost you each year, in dollars.
Chrome extension and web app
$12/mo if billed monthly
Extension + web app with unlimited Plaid sync
Read-only access Delete anytime How we keep your data safe (opens in a new tab)
Full pricing on prismfolio.io/pricing (opens in a new tab).