“Portfolio Matrix helps me feel empowered to make my own investment decisions without needing to rely on someone else's opinions.”
Jetta - Investor
Portfolio Matrix creator discount
Sponsored creator discount from Lan Turner
Get full access to Portfolio Matrix at a discounted rate. All the latest features with no price hikes for the lifetime of your membership.
Lan Turner
You're Going a Long Way, But You're Going the Wrong Way.
Sponsored Creator Rate Plan
$26.98 /mo
Standard Price: $36.99/mo
- 14-Day Free Trial.
- All features included. No limitations or restrictions.
- Zero price hike guaranteed for the lifetime of your membership.
- Cancel anytime.
Proudly supporting our sponsored content creators
Lan Turner may earn compensation from Portfolio Matrix if you subscribe through this page.
Sponsored creators receive compensation and access to your contact information and subscription status. We do not share your linked financial account data, portfolio holdings, transaction data, payment card details, or text messaging opt-in consent data with sponsored creators. You can use our standard pricing instead to avoid sharing with this sponsored creator. For detailed information on what is shared with our sponsored creators, click here .
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.
“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 does the monthly subscription include?
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.
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.