See Inside Your Portfolio
Extract your portfolio from Fidelity, Schwab, or Vanguard in one click and understand what you actually own.
Prefer not to install an extension? You don't need one. Connect read-only with Plaid or enter holdings manually.
Works with your favorite brokerages
Prismfolio is not affiliated with, endorsed by, or sponsored by these firms.
How It Works
Three simple steps to better portfolio insights
Install Extension
Add Prismfolio to Chrome
Extract Portfolio
One click on your brokerage site
Get Insights
See your holdings, fees, and risks
Ready to get started?
Add to Chrome - It's FreeWhy Prismfolio?
Powerful insights that traditional brokers don't provide
Fund LookThrough
See exactly what's inside your mutual funds and ETFs. No more black boxes - understand every stock and bond you own.
Fee Detector
Uncover expense ratios and estimated annual fee drag in dollars. See what fund costs are eating from returns.
Trade Impact
Preview how a buy or sell would change your allocation and concentration before you place the trade.
Privacy First
Read-only access to your accounts. We never sell your data. We share it only with processors under contract (for example Plaid, Stripe, and hosting). Bank-level encryption keeps your information secure.