Balance made simple.
Investing is hard. Managing your portfolio doesn't have to be. With Portfolio Pie, balance is as easy as pie.
Trusted by investors worldwide
Three simple steps to better allocation
Build your pie
Define your target allocation with expert templates or create your own custom pie.
Link or add assets
Connect your accounts or manually track crypto, real estate, and other assets.
Get drift alerts & rebalance
Receive smart notifications when your allocation drifts and get guidance on rebalancing.
Allocator-first, not just another tracker
Most tools just show you what you have. We help you maintain what you want.
Action-oriented drift alerts
Get notified when your allocation drifts beyond your comfort zone, with specific rebalancing guidance.
Manual + linked assets
Track everything in one place—crypto, real estate, metals, and traditional accounts.
Nested pies
Organize complex portfolios with categories and sub-allocations that make sense to you.
Everything you need for better allocation
Security & Privacy
Bank-level encryption, no trade execution, your data stays yours.
Learn about securityMake your allocation as easy as pie.
Join thousands of investors who've simplified their portfolio management with Portfolio Pie.
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