Trusted by Individuals and Enterprises

"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate in the browser

Pull market data, portfolio metrics, and prior commentary into one sidebar without switching between data platforms, analytics, and reporting tabs

Create rebalancing tasks or investment memos from any portfolio review page with pre-filled fund and allocation details in one click

Surface prior investment decisions and portfolio commentary directly inside the portfolio management platform while reviewing current holdings

Auto-fill client report templates by pulling returns, risk metrics, and attribution data from your analytics and portfolio systems

AI Copilot in the sidebar can summarize portfolio performance, draft investment commentary, or extract key metrics from the current page

Build reusable portfolio analysis workflows your team can share without writing code or waiting for IT support

Frustrations that cost your team hours every week

Constant tab switching between portfolio management platforms, market data feeds, reporting tools, and communication apps to monitor holdings and prepare analyses
Manually copying asset prices, allocation weights, and performance metrics from market data platforms into portfolio models and client reporting spreadsheets
No quick way to create a rebalancing task or investment memo from a portfolio review page without re-entering fund, asset, and allocation details
Pulling benchmark returns, risk metrics, and attribution data from separate analytics platforms into client reports requires multiple browser tabs
Repetitive data entry when logging the same fund, asset class, and manager information across portfolio systems, compliance tools, and client reporting templates
No way to surface prior investment decisions or portfolio commentary while reviewing current holdings in the portfolio management platform
Building periodic portfolio reports requires visiting market data platforms, analytics tools, and compliance systems to gather return and risk data

Chat with AI to create your first custom workflow

Extract the fund and allocation details from this portfolio page and create a rebalancing task in my tracker

Create Rebalancing Task

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Summarize the key return and risk metrics from this analytics dashboard for a quick client update

Summarize Portfolio Return

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Look up this fund in my records and add prior investment commentary and decision history to this review

Pull Prior Commentary

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Based on the portfolio data on this page, draft an investment memo with performance summary and recommendations

Draft Investment Memo

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Search my analytics for benchmark returns and attribution data for this portfolio and add them to this report

Check Benchmark Data

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Pull the return, risk, and allocation data from my tracker and format them into a periodic client portfolio report

Build Client Report

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Frequently Asked Questions

Who is PixieBrix for?

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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What is PixieBrix?

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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How does PixieBrix work?

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

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Chat with AI to create your first custom workflow

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