Portfolio management for busy professionals
Manage complex portfolios with stock options, business equity, and multiple asset types. Get allocation discipline without the time commitment.
Complex portfolios, simple management
High earners face unique portfolio challenges that traditional tools don't address.
Multi-asset complexity
Stock options, RSUs, 401k, side business equity, real estate, crypto—all need to work together
Portfolio Pie solution:
Unified allocation view across all asset types with manual + linked tracking
Vesting event volatility
Large stock grants can throw your allocation way off target overnight
Portfolio Pie solution:
Custom drift bands and alerts around major vesting dates
Time constraints
You're busy building your career and don't have time for complex portfolio management
Portfolio Pie solution:
Automated drift monitoring with actionable guidance when you need it
The tech professional's portfolio
See how a typical high-earning professional uses Portfolio Pie.
Alex, Senior Software Engineer
Alex earns $200k+ at a tech company with significant RSU grants. They also have a side consulting business, own rental property, and invest in crypto. Traditional portfolio tools can't handle this complexity.
Alex's assets:
Alex's Target Allocation
Built for complex portfolios
Features designed specifically for high-earning professionals with diverse assets.
Vesting event alerts
Set custom drift bands around RSU vesting dates and option exercises
Business equity tracking
Include your startup equity or side business value in allocation calculations
AI-powered guidance
Get personalized checklists for complex rebalancing scenarios
Tax-aware suggestions
Rebalancing guidance considers tax implications of different account types
Quick decision making
Spend minutes, not hours, on portfolio management decisions
Performance tracking
Monitor how your complex allocation performs across market cycles
Works alongside your existing tools
Portfolio Pie focuses on allocation discipline while your other tools handle their specialties.
Portfolio Pie + Monarch
Use Monarch for budgeting and expense tracking, Portfolio Pie for allocation management. Perfect complement for comprehensive financial management.
Portfolio Pie + YNAB
YNAB handles your spending plan and cash flow, Portfolio Pie ensures your investments stay on target. Both focus on discipline in their domains.
Simplify your complex portfolio
Join high-earning professionals who've brought discipline to their multi-asset portfolios without the time commitment.
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