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About

Overview

GoPortfolio replaces manual Excel sheets and broken bank connections with an automated, privacy-first alternative for the FIRE community. Unlike Plaid-based trackers that constantly drop connections, GoPortfolio requires zero live bank logins. Users simply drag and drop official broker statement PDFs, which our engine instantly parses into a unified ledger. Key standouts: automated cost-basis auditing, and advanced decumulation stress-testing against real historical inflation waves.

LaunchIt data

GoPortfolioCloud on LaunchIt

GoPortfolioCloud launched on LaunchIt on October 1, 2026, in Finance and FinTech. It ranks #11 of the 20 products launched that day. Since launch it has collected 0 upvotes and 23 page views.

Launched
Oct 1, 2026
Rank that day
#11of 20 launches
In category
#15of 16 in Finance and FinTech
Upvotes
0
Page views
23
Rating
None yetBe the first

Live numbers from LaunchIt. Ranks count upvotes, then page views.

At a glance

GoPortfolioCloud in a Nutshell

Who is it for?

Finance-minded individuals in the FIRE community seeking automated, privacy-first wealth tracking without bank logins.

Problem

Many people rely on manual spreadsheets or unstable bank-linkers that require live connections and can break. This creates time-consuming accuracy, security concerns, and fragmentation when tracking diversified portfolios.

Solution

GoPortfolioCloud eliminates bank logins by allowing users to drag and drop official broker statement PDFs, which are parsed into a unified ledger. It automates cost-basis auditing and offers decumulation stress-testing using real historical inflation data.

What makes it unique

It provides a privacy-first alternative that forgoes live connections, instead parsing documents into a single ledger. It emphasizes automated cost-basis auditing and historical-inflation stress-testing, reducing reliance on flaky Plaid-like integrations.

In practice

Use Cases

01

Drag and drop broker PDFs

02

Create a unified investment ledger

03

Audit cost basis automatically

04

Run decumulation stress tests

05

Compare performance against inflation

06

Export consolidated portfolio reports

Topics

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Frequently Asked Questions

Behind the product

Meet the Maker

Szabolcs Hegyi

Maker of GoPortfolioCloud · On LaunchIt since 2026

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Community

Discussion

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Hi! I’m Szabolcs, the backend developer behind GoPortfolio. I am representing it to you here in LaunchIt. Like many of you in the personal finance and FIRE community, the founder was trapped in spreadsheet hell. He spent hours copying rows from monthly statements, fixing broken web formulas, and pulling his hair out over distorted cost-basis tracking. He tried existing tools, but I hated constant bank connection drops via Plaid and the massive privacy compromise of linking my live financial accounts. So, we decided to build a developer-grade solution to solve this once and for all. GoPortfolio is built on three core pillars: - Zero Bank Logins: Absolute privacy. You just drag and drop your official broker statement PDFs, and our parsing engine transforms them into a unified ledger instantly. - True Cost-Basis Auditing: It automatically tracks cross-institutional purchase lots to secure your real drawdowns from tax surprises. - Decumulation Stress-Testing: No more flat 4% rules. You can test your portfolio durability against real historical macroeconomic inflation waves. This is the very first public release, and since I built this alone, your feedback is gold to me. I'll be here all day answering your questions. Questions: What features would you like to see next? Try it out and let me know what you think, thanks ahead.

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