Portfolio Builder
Overview
You might not feel like an expert, but you already know what you want from your money. Our portfolio builder just helps you turn that into a strategy: one that’s built around your priorities and grounded in smart portfolio design.
This tool helps you create a plan based on your goals, how long you want to invest, and how much risk you're okay with. After that, you can choose optional themes like tech or global trends, that align with your interests.
What You’ll Get
A clear plan tailored to your goals
A downloadable version to keep or share
Tools and resources to use
How It Works
Design your portfolio from the ground up — with clarity and control.
Step 1
Pick your investment goal.
Step 2
Set your timeline.
Step 3
Set your risk tolerance.
Step 4
See your draft plan.
Step 5
Add investment themes (optional).
Step 6
Finalize your plan, or request a review.
What's Inside
Modify your portfolio’s risk level and see how it affects your strategy.
Choose themes like tech, ESG, or income — only if they align with your goals and plan.
Get a clear visual of your plan, asset breakdown, and projected outcomes — ready to download or review with an advisor.
Self-Starter
$199
USD
$299
Access all strategies
1hr call with advisor
Guided Plan
$299
USD
$399
Access all strategies
1hr call with advisor
Investment account setup
Pro Member
$499
USD
$699
Access all strategies
1hr call with advisor
Investment account setup
Community access
You seem either very interested, or have questions. Here are a few answers.
Who is the Portfolio Builder for?
What’s included in the 1:1 strategy call?
What is “community access”?
Can I switch plans later?
Do I need to open a brokerage account to use this?
Do I get lifetime access?
