Allocation discipline for everyone
We're building the portfolio management tool we wish existed when we started investingāfocused on allocation, not complexity.
Making allocation discipline accessible
Most portfolio tools focus on tracking what you have. We focus on helping you maintain what you want.
Portfolio Pie was born from frustration with existing tools that either oversimplify portfolio management or make it unnecessarily complex. We believe there's a middle ground: sophisticated allocation management that's accessible to individual investors.
Our allocator-first approach means every feature is designed around helping you maintain your target allocation across all your assetsāfrom traditional accounts to crypto to real estate.
Our approach
Allocator-first design
Every feature serves the goal of maintaining your target allocation.
Educational guidance
We teach you the 'why' behind decisions, making you a better investor.
Privacy-first
Your data stays yours. We never execute trades or sell your information.
What drives us
The principles that guide how we build Portfolio Pie.
Allocation-first
We believe maintaining your target allocation is more important than chasing performance or tracking every transaction.
Educational approach
We provide guidance and education, never execute trades. You maintain full control over your investment decisions.
Privacy-first
Your financial data is yours. We use bank-level encryption and never sell your information to third parties.
Meet the people behind Portfolio Pie
A small team of finance and technology professionals passionate about better portfolio management.
Alex Chen
Founder & CEO
Former portfolio manager turned product builder. Believes allocation discipline should be accessible to everyone, not just institutional investors.
Sarah Kim
Head of Product
Ex-Vanguard product manager with a passion for simplifying complex financial concepts. Advocates for educational-first design.
Marcus Johnson
Lead Engineer
Full-stack engineer who previously built trading systems at fintech startups. Ensures Portfolio Pie is fast, secure, and reliable.
Help us democratize allocation discipline
We're always looking for talented people who share our mission of making sophisticated portfolio management accessible to everyone.
Open positions
We're a small, focused team. While we don't have specific openings right now, we're always interested in talking to exceptional people.
Get in touch