Master the Open · Delete the Noise

Pulse

A personal CIO for your portfolio
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01 — What is Pulse
A private dashboard that synthesises your portfolio, the market, and the macro through one consistent lens — your strategy. Self-directed investors get rigorous strategy templates with the math and methodology behind them. Less-experienced investors get a tax-aware setup recommended for their situation, with the reasoning attached. Both get the same tool.
02 — What it does
Seven panels.
One coherent voice.
Pulse reads the market each morning and speaks to your plan. Every surface uses the same considered voice. No two-tone product feel; no stitched-together AI features.
01
Daily Briefing
A written read on market activity and how it intersects with your portfolio. Generated each morning, available whenever you open the app. Speaks to your plan.
02
Portfolio
Live positions, weights, P&L, and concentration metrics — refreshed hourly from your broker.
03
Forecaster
Projects portfolio trajectory through the lens of your strategy's specific objective — accumulation toward future income, current sustainable income, or growth scenarios. Shows how each decision moves the math.
04
Analyst
Position-level recommendations calibrated to your strategy: keep, build, trim, exit. Each holding rated for alignment to the strategy you chose — Pulse tells you honestly when something doesn't fit, with the math behind it. New capital deployment. Rotation guidance. Always grounded in your full portfolio and the current macro.
05
Spotlight
Real-time blurbs when something material happens — a sector you hold spikes, VIX crosses a threshold, news breaks on one of your names.
06
Macros & News
Curated macro indicators (Fed funds, yield curve, VIX, FX, commodities) and filtered news, in one view.
07
Multi-portfolio
Built for households. Run different strategies across accounts: Canadian Dividend Income in your TFSA, Aggressive Growth in your non-registered or margin, additional templates as they ship. Each portfolio gets its own analyst and briefing — tax-aware by design. Architecture scales with how households actually invest.
03 — What makes it different

Off-the-shelf advice tools produce generic content. Robo-advisors take custody. Bank advisors charge fees that only make sense at six figures. Most retail tools are single-account, single-user.

Pulse sits in the gap: strategy-aligned commentary at near-zero marginal cost, configurable to whatever framework you actually run — dividend income, aggressive growth, balanced, value-tilted, or your own. Built for households across multiple accounts, not single relationships.

And when your existing holdings don't match the strategy you've chosen, Pulse tells you — honestly, with the math, on day one. The data is the data; you decide what to do with it.

Don't know where to start? Pulse recommends a tax-aware setup tuned to your situation, with the reasoning, not just instructions. You keep your accounts where they are. You make every trade decision yourself. The tool helps you think.

04 — Explore your plan
Seven questions.
Your tax-aware setup.
Answer seven short questions and Pulse will propose a portfolio configuration tuned to your situation, with the reasoning attached.
Privacy
Nothing is logged. Nothing is saved.
Your responses live only in your browser memory. Your plan is generated locally on this page. The moment you close this tab, every answer and every result disappears. We don't track. We don't store. We don't share. This is intentional.
Question 01
How much capital do you have to put to work right now?
Question 02
How much can you add to investments each month?
Question 03
What's your annual income?
Helps Pulse determine which account types give you the most tax benefit.
Question 04
What are your goals for this capital?
Select all that apply. Pulse can run different strategies for different goals — no need to pick just one.
Question 05
When might you draw on this money?
Different goals often have different horizons. Select any that apply.
Question 06
If your portfolio dropped 30% in a single month, what would you most likely do?
Question 07
Which Canadian accounts do you already have?
Select all that apply.
Your plan
General information only. Not personalized financial advice. Not a recommendation to buy or sell any security. Tax rules referenced are based on 2026 Canadian guidelines; consult a qualified professional for your specific situation.
Waitlist
Pulse is in closed beta
Leave your email and you'll hear from us when Pulse opens up — for the public launch, or earlier if we invite you to beta. No newsletter. No marketing. Just one email when the door opens.
You're on the list. We'll be in touch.
Email only · Nothing else captured
05 — What it isn't
Not financial advice. Not a robo-advisor. Not a trading platform — execution stays with your broker. Not a substitute for a licensed professional. The operator is not currently registered as an investment adviser with any Canadian Securities Commissions or any other securities regulators.