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Ideal toolkit for those getting started with portfolio design.
  • Basic Build a custom portfolio in seconds using our professional-grade portfolio design studio
  • Get valuable insights about your risk, reward, volatility and correlation
  • Create a collection to organize your ideas and plan your next move
  • Critical portfolio-level alerts via push or email
InvestorMost popular


A full suite of pro tools for managing every aspect of your portfolio.
  • Everything in Hobby, plus
  • Unlimited portfolios
  • Unlimited collections
  • Import and sync portfolios to your brokerage account
  • Export data to CSV, Excel
  • Access our portfolio generator for instantly creating optimized portfolios
  • Free access to our course, 7 Principles of Successful Investing (normally $199)
  • Monthly Q&A with Dr. Richard Smith (a $100 monthly value)

  • Free access to our course, 7 Principles of Successful Investing (normally $199)



Serious tools for professionals and influencers to build their brand.
  • Everything in Investor, plus
  • Professional badge on profile and portfolios
  • Host Q&As on your profile with live audience interaction
  • Embed your portfolios on your website
  • Publish your thoughts and analysis to your public profile and build a following
Educational Discount
Are you teaching investing and portfolio management to high school, college students or disadvantaged youth? We’d love to help you better prepare them for investing.
Contact us to learn about how we partner with educational institutions.
STOP GUESSING, START DESIGNING.Serious Portfolio Design Made SimpleInvesting gets much easier when you can see what you're doing. RiskSmith provides an unparalleled view at how your portfolio is designed, so you know exactly how the system you built is working.
Drag-and-drop portfolio builderCreate a portfolio in seconds from over 40,000 different assets.Instantly see risk vs. rewardSimple metrics show you how much you're risking, and well your turning that into gainKnow when something's upCustom alerts notify you when the risk level in your portfolio gets too high for you
All your ideas in one placeCollections help you keep track of your ideas, and preview impact on your portfolioAsset classes for daysCombine stocks, bonds, ETFs, cryptos, futures and more into portfoliosFix the behaviors that cause lossesRiskSmith's visualizations help control emotional trades by setting expectations