Free web demo
No install. Runs in your browser.
- Maximum 5 manually entered positions
- No CSV/PDF broker imports
- Market data refreshed weekly
- Goals and AI analysis are locked
- All data stays in your browser, never on our servers
Your portfolio,
under control.
A professional multi-platform workspace for portfolio intelligence. Import your broker statements, run AI analysis, and plan your goals -- all on your device.
Free at launch Data stays on your device 12 brokers supported
Features
Four tools, one portfolio.
Import statements, ask the AI, plan your goals and keep your keys safe. No account, no cloud.
Import from your broker
Import CSV files from supported brokers, preview rows and handle duplicates with merge strategies before saving.
AI analysis and chat
Gemini-based analysis. Ask questions about your portfolio and generate insights on risk, allocation and performance.
Investment goals
Plan short, medium and long-term financial goals. See the monthly contributions required.
Privacy by design
API keys are managed locally. You decide the provider, data refresh and when to send external requests.
Supported brokers
12 brokers at launch, plus generic CSV import.
The app recognizes the statement format, maps fields and handles duplicates with configurable merge strategies.
Interactive Brokers
TD Ameritrade
Fidelity
Charles Schwab
E*TRADE
Robinhood
Vanguard
DEGIRO
Trading 212
XTB
Revolut
Generic CSV
Don't see your broker? Generic CSV import lets you map any statement.
Privacy & Security
Your privacy, first.
Portfolio Manager is designed to live on your device. Before you start, read the principles that guide how your data is treated.
Data stays on your device
Portfolios, positions, goals and settings stay local. There is no app server they are sent to.
API keys protected by the OS
Gemini, EODHD and FMP keys are encrypted via the operating system keystore (Keychain, Android Keystore, DPAPI).
No analytics tracking
The app does not send usage events, does not collect identifiers, does not integrate third-party analytics or crash-reporting SDKs.
Total control of your data
You can wipe everything from Settings at any time: a single action removes portfolios, goals, caches and saved keys.
Tecnica: Hive storage encrypted with AES-256 + HMAC-SHA256. 32-byte key kept in the OS keystore.
Read the full Privacy Policy How it works
Three steps, from CSV to plan.
Import your CSV
Export the statement from your broker, the app recognizes the format and shows you a preview.
(Optional) Run AI analysis
Add your Gemini key and ask questions about your portfolio. You always see the prompt before sending.
Set your goals
Plan your targets -- the app computes monthly contributions and suggests rebalances.
Try it now
Free web demo or full Android app: pick where to start.
Same app, two paths. Try it in your browser with nothing to install, or download the Android app to unlock CSV/PDF imports, AI analysis and real-time market data.
Full Android app
7-day free trial, no card required, then pick Annual or Lifetime
- CSV/PDF import from 12+ brokers (IBKR, Schwab, DEGIRO, Revolut, ...)
- Real-time market data with your own key (10 providers supported)
- Financial goals + progress charts
- AI analysis & chat with your own Gemini key
- Unlimited positions, multi-portfolio, PDF export
- All data AES-256 encrypted on-device
- Annual from EUR 0.99/year or Lifetime from EUR 4.99 (Family 5 devices available)
Frequently asked questions
Yes. The app is free on Google Play and via the webapp. API keys for AI or real-time prices are optional and you pay the chosen provider directly.
12 at launch: IBKR, Schwab, Fidelity, TD Ameritrade, E*TRADE, Robinhood, Vanguard, DEGIRO, Trading 212, XTB, Revolut, plus a generic parser for custom CSV.
No. Portfolios, positions and goals stay on your device, encrypted. We send data only if you turn on optional features (Gemini AI, real-time prices) and with your API key.
No. Portfolio Manager does not execute orders, is not a broker, does not connect to real accounts. It is a tracking and analysis tool.
No. Gemini's answers are informational. They may contain errors or stale data. Investment decisions are yours.
Six: Italian, English, Spanish, French, German, Portuguese.
Yes. The webapp is free at plurifin.app/app/
Through Google Play Store (auto-update) or by reloading the webapp. Release notes are published on the GitHub repo.
Important notice
Portfolio Manager is an informational tool. The contents and analyses shown do not constitute financial, tax or legal advice under the Italian TUF (Legislative Decree 58/1998) or comparable regulations. PluriFin does not manage capital and does not execute orders. Always make decisions with a licensed professional.
Read the full disclaimerAbout
PluriFin.
PluriFin is Filippo Salemi, an independent developer based in Italy. A private individual, no broker conflicts of interest, no advisory, no intermediation. The goal is to build tools that retail investors can fully own and control.
Role Independent developer
Location Italy
Type Private individual
Conflicts No conflicts of interest