Two ways to use Prismfolio
Free works on your broker's site and on the web. Plus unlocks the full picture.
Free
Chrome extension, forever
- Browser extension on Fidelity, Schwab, Vanguard
- Up to 3 accounts
- Portfolio Health score
- Web Fees analysis (signed in)
- Trade Impact in extension; web Compare & Trade Impact when signed in
- Top insight on your portfolio
- 1 Plaid auto-sync connection
Prefer not to install an extension? You don't need one. Connect read-only with Plaid or enter holdings manually.
Plus
Save $65 vs monthlyEverything Prismfolio offers
- Everything in Free
- Unlimited accounts + unlimited Plaid auto-sync
- Plus Analysis: Allocation, Concentration, Performance
- Email support
Card required. 14-day trial for first-time subscribers; cancel before day 14 and you won't be charged.
Free includes the Chrome extension on Fidelity, Schwab, and Vanguard: Portfolio Health, extension Trade Impact previews, up to 3 accounts, your top portfolio insight, and 1 Plaid auto-sync. Sign in (still free) for web Overview, Holdings, Accounts, Fees analysis, Compare, and Trade Impact. Plus adds unlimited accounts and Plaid connections, and Plus Analysis dashboards (Allocation, Concentration, Performance).
A card is required for the one-time 14-day trial. You won’t be charged during the trial. Cancel before day 14 and you won’t be billed. After day 14 the card is charged at the cadence you picked (monthly or annual). If you cancel and subscribe again later, you won’t get another trial; checkout goes straight to paid.
Yes. Brokerage credentials never touch our servers, since Plaid handles the connection in read-only mode. We don’t place trades, can’t move money, and you can disconnect any account in one click.