GoPortfolio
Automate your wealth tracking. No bank logins. No Spreadsheets.
The story
Overview
GoPortfolio is a wealth management platform designed for investors who want precision tracking and accurate forecasting beyond historical data. The platform uses AI to automatically import and parse broker statements in PDF or CSV format, eliminating manual data entry errors across all brokers and instruments. Users get a unified dashboard showing real-time portfolio value, per-ticker performance, and inflation-adjusted ROI compared to the S&P 500 benchmark. The forecasting engine projects wealth year by year across three scenarios based on retirement age and monthly savings goals, helping investors understand exactly when their portfolio will sustain them. All imported transactions go through a draft and review step before commitment, ensuring users maintain full control while AI handles the heavy lifting. Data remains portable and exportable in CSV, Excel, or PDF formats at any time.
Key features
AI-Powered Import
Automatically reads, parses, and maps transactions from broker statements in PDF or CSV format across all brokers and instruments with zero manual entry.
Real-Time Portfolio Dashboard
View live portfolio value, total gains, and per-ticker performance in one unified dashboard with automatically updated prices.
Inflation-Adjusted ROI Analytics
Track return on investment with inflation-conscious calculations and compare yearly gains against the S&P 500 benchmark.
Retirement Forecasting
Project wealth year by year across three scenarios by setting retirement age and monthly savings goals to determine portfolio sustainability.
Transaction Review Control
Every imported transaction goes through a draft and review step, allowing manual editing, removal, or approval before commitment.
Export-Ready Reporting
Export portfolio and transaction history anytime in CSV, Excel, or PDF format for personal records and external analysis.
Use cases
- 1
Individual Investors
Track multiple brokerage accounts in one place and understand true portfolio performance with inflation-adjusted metrics and benchmark comparisons.
- 2
Retirement Planners
Model retirement scenarios with accurate wealth projections to determine if savings goals will sustain you through retirement.
- 3
Performance Analysts
Export detailed transaction history and performance data for deeper analysis, reporting, or consultation with financial advisors.
- 4
Multi-Broker Account Holders
Consolidate trading history and performance across all brokers and instruments into a single unified dashboard.
FAQ
How does GoPortfolio import my broker statements?
Upload your broker statements in PDF or CSV format. The AI engine automatically reads, parses, and maps every transaction across all brokers and instruments without requiring manual entry.
Can I edit transactions after import?
Yes. Every imported transaction goes through a draft and review step before commitment. You can edit, remove, or approve each row manually before finalizing.
How accurate are the performance calculations?
GoPortfolio delivers decimal-precise, benchmark-aware, and inflation-conscious calculations that account for real-world factors traditional tools often overlook.
Can I export my portfolio data?
Yes. Your data is always portable. Export your portfolio and transaction history anytime in CSV, Excel, or PDF format for personal records or external analysis.
How does the retirement forecasting work?
Set your retirement age and monthly savings goal. GoPortfolio projects your wealth year by year across three scenarios and calculates when your portfolio runs out.
Tech stack & tags
Feedback & Discussion
Discussion
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