Zero-Knowledge Portfolio Intelligence

Know exactly where you stand — without handing over the keys.

Portfolio Magic pulls every account — manually uploaded or auto-synced — into one live, customizable dashboard, and lets you ask AI anything about your money. The longer you use it, the more it knows about how you actually think about your own portfolio.

Try for Free See how it works

No credit card required · Free forever to start · Encrypted before it ever reaches us

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Customizable Dashboard

Arrange it around the accounts and numbers you actually care about.

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Ask AI About Your Portfolio

Plain-English questions about your own holdings, answered from your own data.

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Manual or Auto-Sync

Upload statements, connect accounts automatically, or do both.

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Zero-Knowledge Encryption

We can't see your data — not because we promise not to look, but because we can't.

The problem

Most portfolio tools see everything you give them.

Connect your brokerage to the average tracking app and your holdings, balances, and account numbers sit on their servers in the clear — readable by their staff, and by anyone who breaches them. You're trusting a privacy policy, not math.

❌ The usual approach

Your data is stored in plaintext on their servers
A breach exposes your actual holdings and balances
Their staff can technically look, whether or not they say they do
You're the product being profiled, not just the customer

✅ Portfolio Magic

Your data is encrypted before it ever leaves your device
We store ciphertext — a breach of us hands over nothing readable
Only your passphrase (or your device's Face ID / Windows Hello) unlocks it
You get the dashboard, and you keep the keys

The guide

Zero-Knowledge by default. Convenience as an honest tradeoff, never a hidden one.

We designed this backwards from most finance apps: encryption first, features second. Here's exactly what each option actually means — no fine print.

True Zero-Knowledge · Free

We never see your data. Ever.

Everything is encrypted in your own browser or your own local sync client before it's ever sent anywhere. We store only ciphertext. Even if our servers were fully compromised, there is nothing readable for an attacker to take — we don't hold the key, so we can't hand it over even if compelled to.

Near Zero-Knowledge · Convenience option

Fully encrypted at rest, honestly explained in transit.

Some convenience options (like a managed sync that doesn't require installing anything) technically aren't pure Zero-Knowledge: during the moment of synchronization, your data passes through memory before it's encrypted and saved — never written to disk unencrypted, never logged, and discarded immediately after. It's still fully encrypted at rest, same as everything else. We'd rather tell you exactly where that one small tradeoff lives than pretend it doesn't exist.

The plan

Three steps. No account minimums, no sales call.

Set up takes a few minutes — most of it is choosing a passphrase.

Connect your accounts

Upload a statement, auto-sync with your own SnapTrade key and a local client, or both — switch or combine anytime.

Customize your dashboard

Arrange accounts, allocation, and trends the way you actually think about your money — not a generic template.

Ask AI anything

Get plain-English answers about your own portfolio. The longer you use it, the more informative it becomes.

"Built for real households tracking real money across too many accounts and too many institutions — because spreadsheets don't scale, and nobody else needs to see the numbers."

— Why we built Portfolio Magic