Always Watching Your Portfolio

Stop leaving returns on the table while you sleep

Most investors miss tax-loss windows, let dividends sit idle, and ignore drift for months. CapitalPulse catches all of it — and tells you exactly what to do, 24/7.

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Read-only access
No trading permissions
Free early access
No credit card required
24/7
Portfolio Monitoring
1-2%
Added Annual Returns via Tax-Loss Harvesting
0
Manual Trades Required
100%
Transparent Decisions
How It Works

Up and running
in three steps.

01
🔗

Connect Your Portfolio

Link your brokerage account. We read-only monitor your holdings — no trading permissions, no access to move funds. Your credentials never leave your brokerage.

02
🤖

AI Watches 24/7

Our autonomous agent tracks drift, dividends, and opportunities around the clock. Every position, every market hour. No dashboards to check — it does the watching for you.

03
📬

Get Actionable Alerts

Receive clear recommendations: rebalance, reinvest dividends, harvest tax losses. Plain English explanations for every suggestion. You stay in control of every decision.

What We Track

Not a robo-advisor.
An autonomous analyst.

🔍

Continuous Monitoring

CapitalPulse watches your holdings in real-time. Drift detection, sector exposure shifts, dividend announcements, and market regime changes are all tracked automatically.

⚡

Smart Reinvestment

Dividends reinvested at optimal timing. Tax-loss harvesting executed before year-end. Rebalancing triggered by actual drift thresholds, not calendar dates.

💬

Plain English Briefs

Every action comes with a clear explanation. Why it sold, what it bought, what the tax impact was. No black boxes. You understand every move your money makes.

Why CapitalPulse

Built different
by design.

Wealthfront rebalances quarterly.
We watch every minute. Drift is caught in hours, not months.
M1 lets you customize. You still manage it yourself.
We also optimize autonomously. Set your goals, then step back.
Traditional advisors charge 1% AUM to do this manually.
No strategy design required. We handle the analysis and timing automatically.
Most tools alert you. Then you have to figure out what to do.
No manual rebalancing. Every alert comes with a clear action and the reasoning behind it.
The Problem

Robo-advisors allocate.
They don't think.

Traditional robo-advisors set a target allocation and rebalance quarterly. That's it. They don't watch for tax-loss harvesting windows. They don't optimize dividend reinvestment timing. They don't alert you when your sector exposure has silently drifted into concentration risk.

CapitalPulse is different. It's an agent, not a formula. It observes, reasons, and acts on your behalf, then tells you exactly what it did and why.

$35B+
AI investment management market by 2027
72%
of investors miss tax-loss harvesting opportunities
$0
should be sitting idle in your portfolio
1
AI analyst, working every market hour
Your Data, Your Rules

Built on trust
from the ground up.

🔐

Bank-Grade Encryption

All data is encrypted at rest and in transit using AES-256. The same standard used by major financial institutions worldwide.

👁️

Read-Only Access Only

We never ask for trading permissions. CapitalPulse monitors and advises — you execute every decision. We cannot move a single dollar.

🚫

No Credit Card Required

Early access is completely free. No payment details needed to join the waitlist or try CapitalPulse. We earn when you see results.

Common Questions

Everything you
want to know.

Yes. CapitalPulse connects via read-only API access — we can see your holdings and performance, but we have zero ability to place trades, transfer funds, or make changes to your account. Your brokerage credentials never leave your brokerage. All data we store is encrypted with AES-256. Think of it like a financial analyst with a view-only login.
Early access is free — no credit card, no commitment. We're building the product in partnership with early users who provide feedback. Pricing for the full product will be announced before launch, and waitlist members will receive a founding member discount.
Robo-advisors allocate: they set a target portfolio and rebalance on a schedule. CapitalPulse thinks: it monitors your actual holdings continuously, identifies time-sensitive opportunities like tax-loss harvesting windows and idle dividend cash, and tells you exactly what to do and why. It works with your existing brokerage — no need to move accounts.
No. CapitalPulse recommends — you decide. Every suggestion comes with clear reasoning and the expected impact. You review and execute at your own discretion. We never touch your account beyond reading portfolio data.
We're in early development and prioritizing integrations based on waitlist demand. Join the list and tell us your brokerage — that's how we decide what to build first. Fidelity, Schwab, Robinhood, and Interactive Brokers are at the top of the list.
We're in private beta development. Waitlist members get first access — before any public launch. We'll notify you by email when your spot opens. The sooner you join, the earlier you get in.

Every idle dollar is a
missed opportunity

Your portfolio deserves the same attention a hedge fund analyst gives their biggest client. Except this analyst never takes a day off.

No spam. No credit card. Unsubscribe anytime.

Bank-grade encryption
Read-only · no trading permissions
No credit card required