Portfolio Clarity

Portfolio Clarity — Your Personal Wealth Manager Stop settling for basic portfolio trackers. Portfolio Clarity delivers the kind of analysis that was previously only available to clients of traditional wealth managers — now accessible to every self-directed investor. CONNECT ALL YOUR ACCOUNTS Link your brokerage accounts securely through Plaid. See your complete financial picture — stocks, ETFs, and cash — all in one place, updated automatically. AI-POWERED ANALYSIS Ask questions about your portfolio in plain English and get specific, dollar-quantified answers. Not generic advice — real insights based on your actual holdings. TAX-LOSS HARVESTING Automatically identify tax-loss harvesting opportunities with wash-sale detection. Know exactly which lots to sell, when to sell them, and how much you can save. ETF LOOK-THROUGH ANALYSIS See what you actually own inside your ETFs. Identify hidden concentration risks and overlapping positions across your entire portfolio. UPLOAD STATEMENTS Import PDF statements from any broker. Portfolio Clarity extracts your holdings automatically, even from brokers not yet supported by direct connection. PROACTIVE RECOMMENDATIONS Don't wait to discover problems. Portfolio Clarity surfaces rebalancing opportunities, concentration risks, and tax optimization moves before you think to ask. Built for investors with $50K–$500K portfolios who want wealth manager-level insight without wealth manager fees. --- Portfolio Clarity is an educational tool and does not provide registered investment advice. All analysis is for informational purposes only.