1 | Set Your Main Goal
Plan first. Invest second. Determine what your portfolio actually needs before choosing the assets you’ll use to get there.
Manage Your Portfolio Not Just Your Investments
Professional allocation and rebalancing,
simplified for self-managed investors.
This is how the pros...
- Know how much to buy
- Know when to sell
- Buy low and sell high
- Invest during downturns
Features
2 | Choose Your Assets
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.
3 | Set Your Target Allocation
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.
4 | Rebalance When You Invest
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
One Price,
All Access.
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.
- All features included. No limitations or restrictions.
- Portfolio rebalancing tools and institutional-grade analytics.
- Cancel anytime.
Your trial starts at checkout. Subscription billing begins after the trial unless canceled.
Testimonials
“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
Frequently Asked Questions
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.