Built by a retail investor, for retail investors

Stop guessing what your portfolio is doing.

PulseIndex shows you the structural truth of your portfolio: every position classified as working for or against you, the full cost of your decisions since inception, and where current trajectory is taking you.

PulseIndex is: Analysis. Education. Strategy. Agentic Prompting.
Join the Free Waitlist →
Your data is never sold or shared No brokerage connection required You stay in complete control
Live Market Conditions
Loading current environment...
Fear & Greed Index
-
Loading...
VIX
-
Volatility Index
Risk-Free Rate
-
What positioned cash earns
Market Posture
DEFENSIVE
High stress regime
Exit Rules
TIGHTENED
Auto-adjusted for VIX
Loading market data...

The structural truth behind every position.

Your portfolio, in full.
01

Every position classified by whether it is working for your portfolio or against it. Not by price movement. By structure, return quality, and whether the income it generates is real.

02

A complete picture of what your decisions have cost you and earned you over time. The behavioral truth your brokerage doesn't want you to see.

03

The analytical framework and forward-looking models to move from understanding to action. Rules built on your own judgment. Projections grounded in your actual data.

Not a robo-advisor. Not a trading tool.
Not financial advice.

Robo-Advisors
  • Connect to your brokerage account
  • Manage your money for you
  • Buy and sell on your behalf
  • Hold custody of your data
PulseIndex
  • You upload your own CSV export
  • You stay in complete control
  • You execute trades in your own brokerage
  • Your data never leaves your browser

PulseIndex gives you the signals, rules, and education to make better decisions yourself. You bring the strategy. PulseIndex gives it structure. Your brokerage executes it. That's the whole model.

Your agent executes the trades.
PulseIndex tells you whether it should have.

AI agents can now trade directly in your brokerage. The brokerage gave you the agent. It did not give you the one thing that matters most: independent truth about what the agent is actually costing you, which strategies survive a change of regime, and whether the prompt that printed money in a bull market is quietly bleeding capital in a bear one.

And the question most tools cannot answer: is the account beating a do-nothing benchmark, or just looking busy?

An agent can show a green number and still have lost to simply holding the index. Only regime-spanning, benchmark-relative analysis reveals the difference.

That analysis is PulseIndex: the same behavioral-cost truth built for self-directed investors, now extended to the agents they deploy.

AgenticDNA: behavioral cost analysis for the agents you deploy. Coming soon.
Why This Exists
"I made great entries in the April 2020 crash. Then I rode the gains back down to losses because there was no system enforcing an exit. I built PulseIndex to be the calm, disciplined version of me when I can't be."
Founder, PulseIndex

PulseIndex was built for personal use first. No VC funding. No bank behind it. No agenda beyond solving the problem it was designed to solve. That's the grassroots promise, and it doesn't change.

Analysis. Education. Strategy.
Agentic Prompting.

📊

Market Pulse Dashboard

Fear & Greed, VIX, and risk-free rate signals update automatically so you always know the current market stress regime.

Free
📚

Learning Hub

Every signal, every tool, every decision point comes with plain-language education. PulseIndex makes you a more informed investor, not just a more disciplined one.

Free
📁

Portfolio Analysis

Upload your brokerage CSV export and PulseIndex reconstructs your real holdings, cost basis, dividend income, and NAV erosion across every position. Your data stays in your browser.

Core
🎯

Exit Strategy Engine

Per-position exit thresholds, order construction, and re-entry signals. Auto-tightens in high-stress market environments.

Core
📉

NAV Erosion Tracker

Detects gradual value decay across your holdings. Know when yield is masking a shrinking principal before it's too late.

Core
📋

Order Construction Engine

Translates your strategy into clear order instructions ready to enter into any brokerage. Your system, your broker.

Core
📰

AI News Impact Analysis

For each position, AI surfaces relevant news and translates it into what it means for your bottom line. Not market noise. Your money.

Core
🔮

Counterfactual Modeling

See the exact dollar value of every emotional decision you've made. Then use that data to calibrate your rules going forward. Your past teaches your future.

Pro
🧬

InvestorDNA Report

Your transaction history decoded. Understand exactly where you make money, where you lose it, and what behavioral patterns are costing you the most.

Learn more →
🔄

Portfolio Optimization Engine

Surfaces where your holdings carry concentration risk or weak risk-adjusted return against their benchmark. It shows you the gaps; the decision stays yours.

Pro+
📈

SMA / Candlestick Overlay

Portfolio-level charting with moving average overlays. See your total value as a tradeable asset with technical context.

Pro+
📜

Position History

Every position you've ever held: entry date, average entry price, exit date, and realized return. Your investment history, never lost.

Pro+

Start free. Upgrade when ready.

Market Pulse
$0/mo

The acquisition engine. Real market signals, beginner education, and a safe starting point for new investors.

  • Fear & Greed Index
  • VIX signal + context
  • Yield tracker
  • Market stress regime
  • Beginner education
  • No portfolio upload required
Join the Waitlist
Pro
$34.99/mo

For serious investors who want to understand their behavioral patterns and model outcomes over time.

  • Everything in Core
  • Portfolio history timeline
  • Counterfactual modeling
  • Multi-year behavioral profiling
  • InvestorDNA Report Discounted
  • Priority support
Join the Waitlist
Most Powerful
Pro+
$750/yr

The complete intelligence layer. Annual subscription for serious investors who want every edge.

  • Everything in Pro
  • InvestorDNA Report Discounted
  • Portfolio Optimization Engine
  • SMA / candlestick overlay
  • Position History tracker
  • Ongoing portfolio activity analytics
Join the Waitlist
"Rules set when calm. Enforced when emotional. That's the whole game."
The PulseIndex Philosophy

Every tool teaches you something.

PulseIndex isn't just a dashboard. It's a learning system. Every signal comes with plain-language context. Every decision point explains the "why" behind it. Every feature is designed to make you a more informed investor over time, not just a more disciplined one.

The Learning Hub is built into every tier. Because tools without understanding just create a different kind of guesswork.

📖
Signal Education
Every signal explained in plain language with historical context.
⚠️
Common Mistakes
What most investors get wrong, and why, for every decision point.
🧭
Strategy Guides
Beginner to advanced frameworks for building a rules-based approach.
💡
Investor Profiles
Understand your investor type and what strategy fits your goals.

Your InvestorDNA Report.

Most investors have years of transaction history sitting in their brokerage account. PulseIndex turns that data into the most honest performance review you've ever had.

What it reveals

  • Exactly which decisions cost you money and when
  • Your behavioral patterns across market cycles
  • Where you consistently outperform and why
  • The true cost of emotional decisions in real dollars
  • A personalized rules framework based on your actual history

Who it's for

  • Investors with any amount of transaction history
  • Anyone who feels like they keep repeating the same mistakes
  • Investors who want data-driven self-awareness, not guesswork
  • Pro subscribers who want the deepest possible insight layer
Early Access Pricing
$1,500
$750
One-time report. Lifetime insights.
Early access purchase includes 1 year of Pro+ free at launch. Price increases after launch.
Reserve My Report: $750
Requires exportable transaction history from your brokerage. Early access pricing ends at launch.

The only tool built with no interest in what you decide.

Every institution that built a tool to help you invest earns more when you trade. Their incentives and yours are not the same.

PulseIndex earns from a subscription. That is the complete model. No commission structure. No external partnership. No interest in whether you hold or sell. The analysis is honest because nothing in the business depends on what you do with it.

That is not a feature. It is the only condition under which honest portfolio analysis is possible.

Independence is our mandate. Clarity is yours.

Especially if you've already seen what AI tools can do with your portfolio.

What's the difference between PulseIndex and AI tools that can read my brokerage accounts?

Those tools give you a reactive layer: plain-language summaries of what moved and why, or a chat interface over your existing brokerage view. What they cannot give you is structural truth. PulseIndex classifies every position by whether it is working for or against your portfolio, computes what your behavioral patterns have cost you in real dollars, and builds the rule framework you need to enforce decisions made when calm. There is also a simpler difference. Tools that live inside, or connect to, a brokerage earn from your activity. PulseIndex earns from a subscription. The analysis is honest because nothing in our model depends on what you decide.

How is PulseIndex different from a robo-advisor?

Robo-advisors manage your money for you: they connect to your accounts, make allocation decisions, and execute trades on your behalf. PulseIndex does none of that. It analyzes your portfolio data, surfaces signals and rules, and helps you make better decisions yourself. You execute everything in your own brokerage. PulseIndex never touches your money.

Does PulseIndex connect to my brokerage?

No. You export a transaction history CSV from your brokerage and upload it to PulseIndex. No API connection. No brokerage login. No account access of any kind. On the Free tier, your CSV is analyzed entirely in your browser and never transmitted to our servers. On paid tiers, your portfolio data is stored securely and used exclusively for your own analysis. It is never sold, never shared, and never used for any purpose other than delivering your PulseIndex experience.

Does PulseIndex buy or sell anything on my behalf?

No. PulseIndex generates order specifications: the exact parameters of an order to consider, based on rules you set yourself. You enter those orders in your own brokerage. The tool is the system. You are the executor. That is intentional and permanent.

Is this financial advice?

No. PulseIndex is an analysis, education, and strategy tool. It surfaces signals, explains context, and helps you apply rules you set yourself. It does not tell you what to buy, predict market outcomes, or provide personalized investment recommendations. For advice, consult a licensed financial advisor.

Why does PulseIndex charge a subscription instead of earning from activity?

Because the subscription is the only model that allows honest analysis. Every institution that built a tool to help you invest earns more when you trade. Their incentives and yours are not aligned. PulseIndex earns from a subscription. No commission. No referral fee. No interest in whether you hold or sell. The analysis is honest because nothing in the business depends on what you do with it.

What kinds of accounts and portfolios does PulseIndex work with?

PulseIndex is designed for self-directed investors managing held equity and ETF positions across individual taxable brokerage accounts, retirement accounts (Roth IRA, Traditional IRA, SEP-IRA, 401k), HSA investment accounts, college savings accounts (529 with brokerage options), and LLC or business brokerage accounts. It requires a portfolio with held positions over time. It is not designed for futures-only, forex, or options-only accounts.

Get in before launch.

PulseIndex is in private beta. Join the free waitlist and be first in when we go live.

Free Waitlist

Get early access

Join the waitlist. Be first notified at launch and get free access to the Market Pulse dashboard from day one.

You're on the list.

We'll reach out when PulseIndex goes live.

For investors who want in now