Plan your portfolio.
Allocate with confidence.
Take control of your financial future. Create portfolio plans, allocate your monthly income strategically, and track every asset with the built-in Asset Tracker.
Monthly Allocation Preview
100% AllocatedEverything you need to succeed
Powerful features designed to help you build and maintain a balanced portfolio, and stay on top of every asset you track.
Custom Plans
Create multiple portfolio plans tailored to different financial goals and risk profiles.
Auto Allocation
Automatically distribute your monthly income based on your preset allocation percentages.
Asset Tracker
Track individual assets, record holdings, and see how their value changes over time with clean charts and analytics.
Smart Calculator
Instantly see how much goes to each category based on your income and percentages.
Risk Management
Balance your portfolio with built-in tools to manage and diversify risk effectively.
Historical Data
Access complete history of your plans and asset holdings, and adjust strategies based on how they perform in the real world.
Track every asset, not just the plan
Asset Tracker lets you manage the real-world assets behind your portfolio plans. Record holdings, see their value over time, and understand how each asset contributes to your bigger strategy.
Asset overview
Sample Holdings
$12,450
+8.2% last 12 months
$4,000
Updated monthly
$7,800
+3.1% year to date
Simple, powerful workflow
Get started in minutes and take control of your portfolio allocation and asset tracking.
Create Your Plan
Define your portfolio categories, target percentages, and financial goals. Name your plan and set allocation rules.
Set Your Income
Enter your monthly income or any amount you want to allocate. The system calculates the distribution automatically.
Track & Adjust
Use the Asset Tracker to record holdings for each asset, review performance charts, and adjust your plan as your financial situation evolves.
Why Portfolio Manager?
Stop guessing where your money should go. Let data and strategy guide your investment decisions, with portfolio plans and the Asset Tracker working together.
Full ownership of your allocation strategy
Create your first portfolio plan quickly
Create unlimited plans for different goals
Ready to take control?
Start building your portfolio plan and tracking your assets today. It's free, flexible, and designed to grow with you.