Empowering DIY investors to succeed
Understanding the task at hand and ironing out the wrinkles is the key for your financial independence.
Understanding the task at hand and ironing out the wrinkles is the key for your financial independence.
Our goal is to provide investors with the tools and knowledge to help them invest better and build their own financial plan, providing a platform that aims to simplify the complexity of the financial world.
We believe in changing the status quo and accessing to professional tools for everyone.
We enhance investors with easy access and a beautiful design investment analysis environment.
We produce tools and apps for DIY investors and advisors.
Whether you’re a seasoned investor, or just getting starting to save for your future we're here to help. Portfolyou unlocks the power of investing and helps you in solving some of the hardest problems in investing.
Profiling and setting goals are important inputs for investors making financial decisions.
Traditional investment managers leave investors’ wealth disconnected from their goals and preferences.
Data and its sources are an important concern for investors trying to set up and manage a financial plan.
Optimizing and modeling portfolios because there are several feasible solutions but only one fit investor’s problem.
Reporting and monitoring it’s a hard task and there isn’t a single and seamless solution.
No easy way exists for investors and advisors to analyze and review their portfolios and the financial markets.
Assess your profile and create an IPS to set your goals and preferences.
Optimize and backtest portfolios of ETFs, stocks, or even crypto.
Compare assets against their benchmark or other alternatives.
Analyze your portfolio performance and risk metrics.
Periodically review your plan and see if you are still on track.
Explore different CME models and improve your knowledge.
Note! Our site, apps and brand are under development and anything you see is subject to change!