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What’s new

The latest improvements shipped to Prismfolio.

A picture of your portfolio you can post

November 2, 2026

A card of the companies inside your funds, in your own percentages, ready to download.

New and improved

  • Share a picture of what you actually own, percentages only, from Overview or Trade Impact
  • Tell us your employer's ticker and see how much of it you hold, directly and inside your funds

Compare funds side by side, see what managing your portfolio costs, and keep the holdings you type when you sign in

November 1, 2026

Compare two funds on Free, up to four on Plus: cost, contents and how much you already own. Type the fee you pay to have your portfolio managed and see it beside your fund expenses. Holdings you type on Trade Impact or What it costs can be saved when you sign in; we ask first if you already have holdings.

New and improved

  • Pick funds on Holdings, or type tickers on the Compare page
  • A comparison keeps its funds in the page address, so you can bookmark or share it
  • What it costs works with or without an account; enter your fee in Settings and the Overview shows a What managing it costs card
  • Expense ratios on Compare, What it costs and the What managing it costs card say where they come from, with a date when the source gives one
  • Compare shows the top sectors of a fund that holds other funds
  • Overview and Holdings show your fund fees as dollars, a year and over ten years at today's value, from each fund's reported expense ratio; a fund without one is left out and counted
  • The sign-in page says what will be saved, and lets you choose not to save it
  • The home, Pricing, Trade Impact and sign-in pages say each thing once, and how Prismfolio handles your accounts is on the Security page
  • The Plus card on the Upgrade page leads with the yearly price and says the monthly equivalent once

Smaller things

  • A fund with no ticker shows its name on Holdings, Fees and Concentration, and gets its own row on Holdings
  • Expense ratios show as each fund reports them, the same on every page
  • Pricing says how many funds each plan can compare
  • The header says how many of your accounts are stale
  • The comparison pages with other tools say when their facts were checked, with links to the sources
  • A cash line entered as CASH or USD counts as cash on Fees, Holdings and the Overview, not as the fund or company with that ticker
  • The Session expired card signs out only that browser; your other devices stay signed in
  • The privacy page covers holdings you type on Trade Impact and on What it costs
  • A failed sign-in shows a plain message instead of an error code

You can see what a trade does to everything you own, before you sign in

October 25, 2026

The question Prismfolio answers first: what does this trade do to the rest of my money? You can now try it with no account and see how much of the stock your funds already hold, and your allocation after the buy. The home page shows a sample result.

New and improved

  • Trade Impact on its own page, on a sample portfolio you can change
  • The home page opens on "All your accounts, one portfolio."
  • The See it on your real accounts button takes you to sign in, then straight to connecting your accounts
  • Connecting through Plaid takes one screen before Plaid opens
  • The extension's first-run panel says what Prismfolio is for in one sentence

Smaller things

  • On Accounts, the Manage accounts help shows only when you open it, and the note about hidden rows can be dismissed
  • Performance says once that its figures come from your syncs, and shows account endings one way
  • A money-market fund no longer shows as having no fund fee
  • The Settings privacy card says each fact once
  • Pricing says Free allows 50 holdings in each account, and Plus has no holding limit
  • Trade Impact counts a stock listed more than once in your portfolio as one holding
  • Trade Impact says when you don't hold the stock you are buying yet
  • Trade Impact leaves out the allocation when no class moves by a whole percent
  • Opening the sign-in page while you are already signed in takes you straight to your portfolio
  • Session expired signs you out before sending you to sign in
  • The old international diversification blog address now opens the Learn guide

The home page says what Prismfolio is, and your account number is kept as a keyed code and its last four digits

October 17, 2026

Accounts your brokerage shares again, or that you hide and bring back, can keep their history, and the privacy page lists what we record and for how long.

New and improved

  • The home page leads with Trade Impact
  • A note under the first button on the home page says access is read-only, your data is never sold, and you can delete it anytime
  • When your brokerage shares an account again under a new ID, Manage accounts can combine it with its earlier row
  • Connecting a brokerage again while one of its accounts is hidden opens Manage accounts instead of a second connection
  • The Overview trend card says Not updated since a date when your portfolio is stale

Smaller things

  • When a returning account holds your earliest history, Performance starts on its return day
  • Performance tells a stock split apart from a trade in the same sync, and prices the trade at the later sync
  • A log of sign-ins and brokerage connection use is kept for 12 months, with no name, email or IP address
  • A record of your connection and erase choices is kept for five years after you delete your account
  • A Free account unused for 24 months is deleted after two email notices
  • Error reports identify you by an account ID of ours, not your name or email
  • Deleting your account also records whether your analytics data was deleted

See how much of your portfolio's change is the market and how much is money you added

October 10, 2026

Performance now treats deposits and withdrawals as money you moved, and you decide which accounts count.

New and improved

  • Returns are time-weighted, and the dollar split comes from your share counts between syncs
  • One yearly fee figure on Holdings, Fees and Overview, with a label on funds that report no expense ratio
  • Choose which accounts from a brokerage connection sync, on Manage accounts
  • Most stock splits are recognized instead of being read as trades
  • Adding an account keeps your Performance comparison and Overview trend going
  • Hide an account to leave it out of your totals and analysis; it keeps its history, and you can unhide it anytime or erase its data
  • Disconnect a brokerage connection and choose whether to keep its history or erase it
  • When you end a brokerage connection from the brokerage's side, the account shows Access ended and your other accounts there keep updating
  • Thousands of fund holdings that had no ticker are now named, so overlap and Concentration cover more of your portfolio
  • Several logins at the same brokerage are listed under one heading, told apart by the last digits of their account numbers
  • Connecting a brokerage you already have points you to Manage accounts, or lets you add it as a different login

Smaller things

  • The privacy page lists the account events our servers record and what the Decline button covers
  • Deleting your account also removes the messages you sent us
  • Accounts that are not syncing say why, and as of when
  • After you manage accounts, the page names the ones it added
  • An account you stop sharing and share again returns to its own row, with its history
  • Upgrade to Plus in the account limit message is now a link
  • Accounts that are hidden or not syncing now stay in your past totals up to the day they left, so past figures change once if you have any
  • Your Overview trend may rise once if an account had not synced for more than 90 days, because its last value now carries forward
  • The long-term fee projection says how it is calculated
  • Sector, size and style show for funds where they had gone blank
  • An account that comes back after you hide it or disconnect its brokerage connection counts as money added on the day it returns
  • Hidden accounts show their brokerage and account number
  • Accounts you hid and accounts whose brokerage connection you disconnected are listed separately, and a disconnected account offers to reconnect
  • An account that comes back when you reconnect its brokerage leaves the list without a page refresh
  • The values-as-of date on a hand-entered account no longer double counts an account you hid
  • New fee labels for cash and bonds
  • The allocation leaves out an empty Other slice
  • A Trade Impact link with a repeated ticker keeps the first entry
  • The Overview trend no longer shows a percentage when your accounts have no recent value
  • Deleting your account clears your name, email and address from your customer record at our payment processor
  • The privacy page says when deleting your account can take longer than 30 days

See how your portfolio compares with the S&P 500 from your second day

October 3, 2026

The comparison starts once your current accounts have two days of history, and sector figures are now shares of your stock holdings.

New and improved

  • A period longer than your history says when it starts
  • Removing an account tells you what happens to the others on the same connection
  • Funds your brokerage labels as stocks now count toward size in your Health Score
  • The style coverage note says what it measures

Smaller things

  • The 90-day trend on the Overview now starts when all your current accounts had a value, the same as Performance
  • Your balance history now shows drops as well as gains
  • Sector figures leave out option contracts with a standard symbol
  • Recognized bond funds no longer count as missing sector data
  • Balanced funds count only their stock share in sectors
  • Crypto labeled as crypto no longer counts toward your fund fees

Cash inside your funds counts as cash, and gold and commodity funds count as Other

September 27, 2026

Your allocation follows what your funds hold more closely, and Concentration says what it counts.

New and improved

  • Fidelity Freedom target-date funds are read through to the stocks they hold
  • Concentration says it counts your stock holdings only, and names your largest fund
  • Small slices show a figure instead of rounding away to nothing

Smaller things

  • Trade Impact warns only on single stocks
  • A company you hold directly and inside a fund counts once
  • Cash reads as one number

The Health Score shows its word on the dial

September 20, 2026

Your Health Score, insights and action plan read the risk level you set.

New and improved

  • Each part of the Health Score uses its own scale
  • The positions that could not be classified are named under the confidence note

Smaller things

  • Renewal and trial dates show the exact time

Concentration shows more than ten positions

September 13, 2026

Concentration leads with your holdings instead of caveats.

New and improved

  • Risk zones are explained before you meet them
  • The Concentration list matches your stock holdings

Smaller things

  • Signing out ends every session
  • Declining cookies deletes the campaign cookie
  • A failed first payment leaves your free trial unused

Prismfolio is live

September 5, 2026

Prismfolio is open to everyone. Bring your portfolio in through the extension, a brokerage connection, or by typing your holdings in.

New and improved

  • Open the web app straight from the extension
  • Automatic syncing offered after your second extraction
  • Your clearest finding leads the Overview
  • Send feedback from inside the extension