PortfolioIQ

Keep your investments aligned with your strategy

Professional ETF portfolio management with AI-powered insights, real-time rebalancing alerts, advanced performance analytics, backtesting lab, market intelligence, and automated portfolio optimization. Track drift, analyze performance, and optimize your investments with institutional-grade tools.

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Key Features

Portfolio Tracking

Monitor your stocks and ETFs in real-time with automatic price updates and performance metrics.

Drift Detection

Automatically detect when your asset allocations drift beyond your specified threshold.

AI Assistant

Get personalized portfolio insights and recommendations from our intelligent AI assistant.

How It Works

1

Create Portfolio

Add your stocks/ETFs manually with target allocations

2

Set Thresholds

Define when you want rebalancing alerts

3

Get Alerts

Receive email notifications when rebalancing is needed

4

Execute Trades

Follow our suggestions with your broker

5

Track Performance

Monitor with advanced analytics and performance metrics

Advanced Analytics Pro

Analytics Dashboard Preview

Professional-Grade Portfolio Analytics

Performance Metrics: Sharpe ratio, volatility, max drawdown
Market Correlations: Compare with S&P 500, NASDAQ, Russell 2000
Backtesting Lab: Test strategies with historical data
AI Assistant: Get personalized portfolio insights

Simple, Transparent Pricing

Free

$ 0 /month
  • 1 Portfolio
  • Basic Rebalancing
  • Email Alerts
  • CSV Export
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Most Popular

Pro

$ 8.25 /month
$99 billed annually (2 months free!)
  • 5 Portfolios
  • Performance Analytics
  • Smart Rebalancer
  • 5 AI Messages/Day
  • Backtesting Lab
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Premium

$ 16.58 /month
$199 billed annually (17% off!)
  • 10 Portfolios
  • All Pro Features
  • Market Intelligence
  • Unlimited AI Assistant
  • Professional Reports
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What Our Users Say

"PortfolioIQ has completely transformed how I manage my investments. The rebalancing alerts save me hours of manual tracking."

Sarah Chen Index Fund Investor

"The Analytics Pro features are incredible. Being able to see my portfolio's Sharpe ratio and correlations helps me make better decisions."

Michael Rodriguez Active Trader

"The AI Assistant is like having a personal financial advisor. It helps me understand market trends and optimize my portfolio allocation."

Emily Johnson Retirement Planner

Frequently Asked Questions

PortfolioIQ continuously monitors your portfolio allocations. When any holding drifts beyond your specified threshold, you'll receive an alert with specific buy/sell recommendations to restore your target allocation.

Absolutely. We use bank-level encryption to protect your data. We never store your brokerage credentials, and all connections are secured with SSL/TLS encryption. Your portfolio data is private and never shared with third parties.

Yes! We offer a 3-day free trial for Pro and Premium plans. You can explore all features without any commitment. No credit card required to start your trial.

PortfolioIQ works with any broker! Simply input your holdings manually. We support all major US stocks and ETFs. The platform calculates rebalancing suggestions that you can execute with any broker.

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