Pulz is a centralised platform for private investors, holding companies, and family offices. One place to manage assets, liabilities, ownership structures, and reporting — built for the complexity of real investment portfolios.
Free access · No credit card · Ready in minutes
Spreadsheets feel like the obvious choice. But as your portfolio grows, the cost of fragmentation compounds fast.
Spreadsheets are powerful general-purpose tools. Investment management isn't a general-purpose problem.
Becomes fragile and messy as the portfolio grows — formulas break, references get lost, and nobody dares to change structure
Collaboration is insecure and error-prone — version conflicts, overwritten data, and no audit trail of who changed what
No way to connect a liability to a specific asset — every linkage must be custom-built and manually maintained
No permissions system — either everyone sees everything, or nobody can access the file at all
Multi-currency is painful — exchange rates must be updated manually and conversion errors compound over time
Reporting is a quarterly rebuild job — static, slow to produce, and hard to share in a professional format
Structured by design — cases, workspaces, and asset types are built-in so the system scales with your portfolio without breaking
Real multi-user access with role-based permissions — each user sees only what they're authorised to see
Link liabilities directly to the assets they relate to — mortgages to properties, guarantees to equity stakes, debt to holdings
Full audit trail and comment system — know who made every change, when, and why, without building it yourself
Multi-currency with automatic base-currency conversion — set your base, add positions in any currency, see one unified total
Dashboard reporting always live — NAV, cash flow, and asset overview updated in real time, no rebuild required
Pulz is purpose-built infrastructure for private investors. It gives you the structure, overview, and operational clarity that spreadsheets fundamentally cannot provide.
Pulz is structured around how investment management actually works — not how software engineers think it should.
Sign up free and create a workspace for each entity you manage — a holding company, a personal portfolio, a fund. Each workspace is isolated with its own users, cases, and reporting.
Add each investment, asset, liability, or obligation as a case. Select the type — equity, property, loan, mortgage, guarantee — then add details, attach documents, and link to your existing cloud folders.
Your dashboard updates in real time. See total NAV across currencies, obligations mapped to assets, cash flow per case, and a full asset and liability breakdown — without building a single formula.
Pulz organises investments through a workspace and case structure that mirrors how investment portfolios are actually managed — with full separation between entities and structured, searchable cases for everything.
Pulz lets you link any liability to the specific asset it relates to — a mortgage to a property, a guarantee to a company stake, a debt facility to a holding. This gives you accurate net asset values and a complete picture of obligations per investment.
Pulz gives you a real permission system — role-based access that lets you control exactly what each user can see and do within a workspace. Invite your accountant to specific cases without exposing your entire portfolio.
Pulz generates a complete overview of your assets and liabilities at any point in time — across all currencies, entities, and case types. No manual rebuilding, no stale data, no formatting time.
Pulz supports the asset types that private investors, holding companies, and family offices actually manage — not just listed equities.
Set your base currency and add positions in any currency. Pulz handles automatic conversion so your dashboard always shows a unified total — no manual exchange rate maintenance required.
Pulz is free to access. No credit card, no commitment — just a complete investment overview.
Pulz is actively developed with more depth being added across every area of the platform.
Pulz is free to get started. Create your workspace in minutes and get a complete overview of your investments, assets, and obligations — without rebuilding a spreadsheet.