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Go Portfolio Cloud
Automate your wealth tracking. No bank logins. No Excel.
5 followers
Automate your wealth tracking. No bank logins. No Excel.
5 followers
GoPortfolio replaces manual Excel sheets and broken bank connections with an automated, privacy-first alternative for the FIRE community. Unlike Plaid-based trackers that constantly drop connections, GoPortfolio requires zero live bank logins. Users simply drag and drop official broker statement PDFs, which our engine instantly parses into a unified ledger. Key standouts: automated cost-basis auditing, and advanced decumulation stress-testing against real historical inflation waves.
Hi Product Hunt!
I’m Szabolcs, the backend developer behind GoPortfolio. I am representing it to you here in ProductHunt.
Like many of you in the personal finance and FIRE community, the founder was trapped in spreadsheet hell. He spent hours copying rows from monthly statements, fixing broken web formulas, and pulling his hair out over distorted cost-basis tracking. He tried existing tools, but I hated constant bank connection drops via Plaid and the massive privacy compromise of linking my live financial accounts.
So, we decided to build a developer-grade solution to solve this once and for all.
GoPortfolio is built on three core pillars:
- Zero Bank Logins: Absolute privacy. You just drag and drop your official broker statement PDFs, and our parsing engine transforms them into a unified ledger instantly.
- True Cost-Basis Auditing: It automatically tracks cross-institutional purchase lots to secure your real drawdowns from tax surprises.
- Decumulation Stress-Testing: No more flat 4% rules. You can test your portfolio durability against real historical macroeconomic inflation waves.
This is the very first public release, and since I built this alone, your feedback is gold to me. I'll be here all day answering your questions.
Questions:
What features would you like to see next?
Try it out and let me know what you think, thanks ahead.