Welcome to Prismfolio
Introducing Prismfolio - a portfolio analysis tool that helps you understand diversification, sector exposure, concentration risk, and fund fees.
By Prismfolio
We're excited to launch Prismfolio, a portfolio analysis tool designed to help self-directed investors understand what they actually own.
Why Prismfolio?
Understanding your investment portfolio is crucial for long-term planning. Prismfolio provides:
- Diversification analysis: See how your holdings are distributed across sectors and security types
- Concentration context: Understand when a single position or sector dominates your book (Plus)
- Fee visibility: Surface expense ratios and estimated annual fee drag in dollars (Free on the web when signed in)
- Look-through views: See inside mutual funds and ETFs where holdings data is available
Key Features
Portfolio extraction
Our Chrome extension reads your holdings from Fidelity, Schwab, and Vanguard while you are logged in on their sites - your brokerage password never touches our servers. Optional Plaid read-only sync is available (1 connection on Free, unlimited on Plus) for supported institutions.
Analysis surfaces
Once your portfolio is imported, you can review:
- Portfolio Health score - a snapshot of diversification, fees, and concentration (extension + web)
- Sector and allocation views - Plus Analysis dashboards for allocation and concentration
- Top holdings - direct and look-through views where data resolves
- Fee breakdown - line-by-line expense ratios and compound cost projections on the web Fees page
Privacy first
Your data is encrypted in transit and at rest. We do not sell your portfolio data. We share it only with service providers under contract who help us run the product (for example Plaid, Stripe, and hosting). Read the full Privacy Policy for details.
Getting Started
- Install the Chrome extension from the Chrome Web Store
- Sign in at prismfolio.io/login when you want the web dashboard
- Navigate to your brokerage portfolio page and extract your holdings (or connect via Plaid)
- Review Health, Fees, and - with Plus - Allocation, Concentration, and Performance
What's Next?
We're continuously improving Prismfolio. On the roadmap:
- Deeper look-through coverage for target-date and fund-of-funds books
- Historical stress scenarios applied to your current allocation (sensitivity, not return forecasts)
- More educational content on fees, concentration, and sector exposure
We're just getting started, and we can't wait to help you see inside your portfolio.
Start at prismfolio.io - install the extension or sign in for the web app.
For research and context. Not investment advice. Independently owned, not a registered investment advisor.