All your accounts, one portfolio.
Connect read-only, or type your holdings. See the stocks inside your funds and what a trade does to the whole portfolio.
Free. No card.
Sample: buying $1,000 of AAPL with VTI, VXUS and BND held.
You already hold AAPL through your funds: 3.6% of your portfolio. After this buy, 12.3%.
- AAPL, held directly
- 0.0% → 9.1%
- AAPL, including your funds
- 3.6% → 12.3%
- Allocation
Portfolio $10,000 → $11,000, all new money.
This simulator shows hypothetical results based on your current holdings and the trade you entered. It does not predict performance, account for taxes or transaction costs, or recommend any transaction. For education and research only.
What Prismfolio shows you
Trade Impact
A stock's share of your portfolio before and after, counting what your funds hold.
Fund look-through
How much your funds overlap, across every account.
Fee Detector
Each fund's expense ratio and what it costs you a year, in dollars.
How it works
Connect or scan
Plaid, or the extension on Fidelity, Schwab and Vanguard.
Review what you own
Holdings, fees, and concentration across every account.