Vault & Compass

Analyze your investment portfolio's diversification, risk, and performance

Prismfolio is a side panel for Chrome that reads the holdings on the Fidelity, Schwab or Vanguard page you are already signed into and shows what your whole portfolio holds. Your real holdings, straight from this page. Research shows what a trade does to your whole book. WHAT IT DOES • Opens next to your brokerage positions page and reads the tickers, shares and values your broker loads for that page. • Shows your asset allocation, sector exposure, fund overlap, concentration and a portfolio health score. • Research: on a stock or fund page, or by typing a symbol, see how buying or selling it would change your whole book. • No supported broker page handy? Enter your holdings by hand. HOW YOUR DATA IS HANDLED Read-only access · Your data is never sold · Delete anytime • Read-only access. Prismfolio reads your broker's page in your browser. It never places a trade, never moves money, and never sends a request of its own to your broker. • You sign in on your broker's own site, so the extension never sees your brokerage password. • Signed out, your holdings are sent to Prismfolio's servers for analysis and are not stored. • Signed in with Google, your holdings are saved to your Prismfolio account so you can see them on the web and on other devices. • Prismfolio reads page contents only on Fidelity, Schwab and Vanguard. On other sites it reads only the tab's web address, to spot a ticker for Research. • Your data is never sold. • Delete anytime. You can delete your Prismfolio account whenever you choose, and uninstalling the extension removes what it keeps in your browser. How we keep your data safe: https://prismfolio.io/security Privacy policy: https://prismfolio.io/privacy Free to use. Some deeper views are part of the paid Plus plan. Prismfolio is for information and research only. It is not investment advice.