“Portfolio Matrix helps me feel empowered to make my own investment decisions without needing to rely on someone else's opinions.”
Jetta - Investor
Simplifying Self-Managed Investment Portfolios
Empowering retail investors with institutional grade rebalancing tools and useful portfolio analytics
Invest like a Fund Manager
Set targets based on your risk tolerance and desired performance. Receive equity based investment calculations to achieve your goals.
Asset Groups
Combine any assets to view combined performance, estimate projections, and calculate financial formulas.
Rebalancing
Sync multiple brokerages and auto rebalance based on target performance.
"Founders Edition" Plan
Occasional quirks, permanent perks!
$24.99 /month
- No price increases!
- Top-tier feature access!
- No upgrades required!
- Zoom tech support!
- Feature requests!
- Cancel Anytime!
Official Launch Plan
Coming Soon
$35 - $100 /month
- Annual price increases
- Multi-tiered plans
- Upgrades required
“As a dividend and income investor, there is nothing better for managing my portfolio. One click and you're done. I wouldn't invest without it.”
Roy - Retiree
“This type of rebalancing system has previously only been available in expensive professional platforms. An incredible tool for retail investors.”
Claire K - Pit News Press
“I'm a real estate investor, but I grow my down payments in the market. I use portfolio matrix to set my targets and plan my time horizons.”
Arthur - Landlord
What is the "Founders Edition"?
We're in the final stages before it's officially "release ready". We're looking for adventurous investors ready to work with us through the growing pains and give us their feedback and insight. In exchange for occasional mild inconveniences, we'll give you a permanent low price and lifetime access to all top-tier features.
Is it safe to use?
Absolutely! While there may be the occasional bug, we made security our top priority. We use Plaid to securely view your accounts using a "Read Only" approach. We're compliant with the latest NIST standards for cyber security and committed to keeping you and your data safe.
Can I cancel any time?
Yes! Cancellations will apply to the next billing cycle. You'll still be able to use the platform until your cancellation date.