Allocation discipline for DIY investors
Stop guessing if your portfolio is on track. Get clarity, discipline, and confidence with allocation-first portfolio management.
Sound familiar?
These are the allocation challenges we hear from DIY investors every day.
Account sprawl
401k here, IRA there, taxable account somewhere else, crypto on multiple exchanges
Portfolio Pie solution:
Unified view across all accounts and asset types
Inconsistent allocation
Your target is 60/40, but you're actually 73/27 and don't realize it
Portfolio Pie solution:
Real-time allocation tracking with drift alerts
Crypto + ETFs + real estate
Traditional tools don't include your Bitcoin or rental property in allocation calculations
Portfolio Pie solution:
Manual + linked assets all count toward your target allocation
How investors use Portfolio Pie
See yourself in these common investment situations.
The Multi-Account Investor
Sarah has a 401k at work, a Roth IRA at Vanguard, a taxable account at Fidelity, and some Bitcoin on Coinbase. She wants a 70/20/10 allocation (stocks/bonds/alternatives) but has no idea what her actual allocation is across all accounts.
Sarah's Portfolio View
Mike's Asset Mix
All assets included in allocation calculations and drift monitoring.
The Real Estate + Crypto Investor
Mike owns rental properties, has crypto investments, and traditional retirement accounts. Most tools can't include his real estate and crypto in allocation calculations, so he's flying blind on his true asset allocation.
What you'll achieve
The outcomes that matter most to individual investors.
Allocation clarity
Know exactly where you stand vs your target allocation across all assets
Rebalancing discipline
Get notified when drift exceeds your comfort zone with specific guidance
Less anxiety
Confidence that your portfolio stays on track even as markets move
Check your allocation anywhere
Portfolio Pie works perfectly on mobile, so you can check your allocation and get drift alerts on the go.
Portfolio Overview
See your allocation at a glance
Drift Alerts
Get notified when rebalancing is needed
Performance Tracking
Monitor how your allocation performs
Take control of your allocation
Join thousands of DIY investors who've brought discipline to their portfolio management.
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