Simplifying Self-Managed
Investment Portfolios

Invest like a pro, without the complexity

TRY OPEN BETA FREE!

Compatible Brokerages

Features

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.

Auto-Rebalancing

Sync multiple brokerages and auto rebalance based on target performance without ever logging in or switching apps.

Rebalance based on target performance without ever logging in or switching apps.

Founders Edition Pricing

Only $20 per Month

Billed Every 3 Months

14-Day Free Trial

Cancel Anytime!

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Testimonials

“Portfolio Matrix helps me feel empowered to make my own investment decisions without needing to rely on someone else's opinions.”

Kayla R

Investor since 2023

FAQ

What brokerages can I sync with?

Can I add other assets, like realestate?

Is it hard to learn?

What brokerages can I sync with?

Can I add other assets, like realestate?

Is it hard to learn?

What brokerages can I sync with?

Can I add other assets, like realestate?

Is it hard to learn?

Simplifying Self-Managed
Investment Portfolios

About

Knowledge

Contact

Legal

Risk Disclosure

Simplifying Self-Managed
Investment Portfolios

About

Knowledge

Contact

Legal

Risk Disclosure

Simplifying Self-Managed
Investment Portfolios

About

Knowledge

Contact

Legal

Risk Disclosure