Legacy wealth-tech often locks value in a vendor-hosted ledger copy. Leaving means renegotiating data extraction, schema mapping, and AI context — after the warehouse is already the system of record.
Open Portfolio’s substrate is the opposite: MIT OSS adapters (@pocket-portfolio/importer), BYOC store placement, and stateless inference over bounded aggregates. Switching cost stays in your perimeter controls, not our vault.
Pocket Portfolio stress-tests the adapter floor as a consumer harness. Enterprise buyers evaluate Open for embeddable boundary infrastructure — not another portfolio tracker SaaS.