Features

Everything you need for better allocation

Portfolio Pie provides the tools you need to maintain your target allocation with confidence and ease.

Band-based notifications (5/25 by default) with per-slice overrides. Get email and in-app alerts when your allocation needs attention.

Start with proven allocations from Bogleheads and All Weather strategies. Apply as starting point with built-in risk badges.

Reads your pies and proposes checklists. Logs actions but never executes trades. Educational guidance only.

Model anything—crypto, metals, real estate, vehicles. Connect accounts via Plaid or add manual values as first-class citizens.

Root categories with sub-slices. Real-time dollar math with sunburst visualization coming soon.

Portfolio Pie uses bank-level encryption, never executes trades on your behalf, and follows the principle of least privilege. Your data stays yours.