Professional diversification and rebalancing,
simplified for self-managed investors.
Portfolio Matrix uses the same time-tested algorithms used by institutions and investment advisors to set target allocations and rebalance portfolios. Simplified for self-managed investors.
Established financial algorithms. Not AI-generated results.
Plan first. Invest second. Determine what your portfolio actually needs before choosing the assets you’ll use to get there.
Compare what actually drives performance. See price gain, dividend yield, and gain + yield as a part of any chart. Stats dynamically update for any timeframe you choose.
Turn your assets into a strategy aligned to your goal. Adjust your investments to see how different allocations affect your portfolio’s returns, history, and projections.
Know exactly what to buy and sell. Direct new contributions where they’re needed most, or rebalance your existing holdings back toward your target allocation.
Simplified Pricing
No tiers to compare or add-ons to sort through.
Get every Portfolio Matrix feature. Start with a 14-day free trial.
Portfolio Matrix Monthly Plan
$36.99 /mo
14-Day Free Trial.
Your trial starts at checkout. Subscription billing begins after the trial unless canceled.
“Portfolio Matrix helps me feel empowered to make my own investment decisions without needing to rely on someone else's opinions.”
Jetta - Investor
“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
The standard monthly subscription gives you access to Portfolio Matrix tools for setting portfolio targets, comparing asset groups, and tracking rebalancing decisions. The public direct price is $36.99/month.
Yes! Cancellations will apply to the next billing cycle. You'll still be able to use the platform until your cancellation date.
