PulseGraph is an AI agent that monitors your investments around the clock, spots rebalancing opportunities, and delivers a daily briefing — so you stop checking dashboards and start acting on insights.
How it works
Three steps to a portfolio that manages itself.
Link your brokerage accounts via Alpaca, Plaid, or upload a CSV. PulseGraph reads your full portfolio — stocks, ETFs, crypto, bonds — in real time.
The agent watches your holdings 24/7. It tracks price movements, allocation drift, dividend dates, earnings reports, and macro signals — continuously.
Every morning you get a concise briefing: what moved, what matters, what to act on. No dashboard to check. Just intelligence, delivered.
What the agent does
PulseGraph doesn't just display data. It makes decisions and reports outcomes.
Continuous tracking of price movements, volume spikes, and sector rotations across your entire portfolio — even while you sleep.
Detects when your allocation drifts beyond your target thresholds and flags actionable rebalancing opportunities — with specific trade suggestions.
A morning email summarizing overnight moves, upcoming earnings, dividend dates, and a prioritized action list — written like a personal analyst, not a spreadsheet.
Every move is contextualized: your portfolio vs. benchmark, sector exposure vs. target, risk level vs. your stated goals.
Set your own rules: alert me if any position drops 5%, notify me 3 days before earnings, flag when crypto exceeds 10% of portfolio.
Connects your portfolio positions to broader market signals — rate changes, sector momentum, commodity shifts — and flags what it means for you.
The briefing
Your daily briefing, delivered to your inbox at 7am — like having a personal analyst on staff.
Good morning, Eduardo. Here's what happened in your portfolio overnight and what you should know today.
3 portfolio actions · 2 earnings this week · 1 rebalancing opportunity → View full briefing
Why this exists
The best portfolio manager is the one that never takes a day off.— The case for autonomous investment intelligence, 2026
Most investors check their portfolio a few times a week — if that. By the time they notice a problem, it's already cost them. PulseGraph closes that gap. It doesn't replace your strategy; it enforces it. It doesn't replace your judgment; it informs it. You make the calls. The agent never sleeps.
Your portfolio has been waiting for an agent that works as hard as your money does. PulseGraph is always on — monitoring, briefing, and surfacing opportunities before they pass.
Built on Polsia · Autonomous AI · No credit card required to start