AI-powered portfolio analysis for Fidelity investors
Transform your Fidelity account data into actionable insights with intelligent rebalancing recommendations, legendary investor benchmarks, and real-time market analysis.
AI-powered recommendations to optimize your portfolio allocation based on your targets and current holdings.
Compare your portfolio against Warren Buffett, Ray Dalio, Bill Ackman, Michael Burry, and Seth Klarman.
All analysis happens locally on your computer. Your financial data never leaves your device.
Integrated Alpha Vantage and Finnhub APIs provide live market data and intelligent rate limiting.
Natural language portfolio analysis powered by Anthropic's Claude AI for conversational insights.
One-command installation with Mac launcher apps. No terminal complexity required.
Download your portfolio CSV from Fidelity
Portfolio Manager Pro processes your data locally
Receive AI-powered recommendations and benchmarks
We build intelligent financial technology tools for individual investors. Our mission is to democratize professional-grade portfolio analysis and make sophisticated investment insights accessible to everyone.
Portfolio Manager Pro was created to bridge the gap between basic brokerage interfaces and expensive financial advisory services. We believe every investor deserves access to institutional-quality analytics.
CEO & Founder
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