Analyze Your Investment Portfolios For Free!

Join Portfoliopedia, and let our investment analysis software analyze your stock or mutual fund portfolio for you in seconds. 

Instantly see how you stack up against thousands of other investors.

If you want to buy low and sell high, Dynamic Asset Allocation is the only proven trading strategy that does so year after year.  Used by investment professionals around the world for decades, Dynamic Asset Allocation continues to be used because its worth continues to be re-proven every market cycle.

Fad trading strategies come and go because they don't work all market conditions.  Some techniques, for example - trend trading or momentum strategies, work well in a bull market.  Some techniques using trading signals - like most trading software - work well in a trending market.  Only Dynamic Asset Allocation uses the volatility of the entire market cycle to generate profits over a buy and hold strategy. 

What is Dynamic Asset Allocation?  It's a fancy term to describe regularly rebalancing a portfolio back to an original asset mix.  Over time, a portfolio of assets will naturally 'drift' from the original asset allocation you set up.  Regular rebalancing creates an automatic way to sell assets that have made an unusual amount of profit to buy assets that are currently under-performing.  It sounds crazy at first to sell more profitable assets to buy less profitable assets, but the improvement to overall portfolio performance is usually startling. 

To download a free power point presentation describing the value of Dynamic Asset Allocation in more detail, click here.

What you get for free:

Option 1: Analyze Your Portfolio With Our Basic Investment Analysis Tools

Investors from around the world enter investment portfolios into our stock and mutual fund investment analysis software. Some of these investors are investment professionals wanting to check the quality of their investment strategies, but most are investors like you, looking for a free and fair way to evaluate their own current investment portfolios or investment ideas and to learn the basics of mutual funds and stock investing.

If you're thinking of buying mutual funds, stocks or ETFs, you might start by going to a free site like Morningstar to figure out the best mutual funds or stocks for your portfolio.  That's a great way to start your research, but Portfoliopedia works a bit different.  We feel investment analysis is not only about choosing hot stocks or good mutual funds, it's really more about figuring out how stocks and mutual funds work together and the most profitable ways to combine them into an investment portfolio.  Our investment tracking software instantly calculates risk, estimates maximum gain or loss and determines a diversification score for your entire portfolio.  This way, you get the whole picture... in one snapshot.

Each day Portfoliopedia's investment tracking software will track the actual rate of return of your investment portfolios and automatically adjust your ranking against peer portfolios.  Track mutual funds, track stocks, it doesn't matter.  If your portfolios improve or lose their ranking positions, we'll report it to you by email.   You'll also have access to the top portfolio rankings, so you'll be able to see how your portfolio is performing compared to portfolios of similar risk.

Tools you can use for free:

• If you're making a stock or mutual fund investment, you owe it to yourself to look at more than a mutual fund's rating.  Join Portfoliopedia today by entering your email address above, enter your portfolio in on line and analyze it in seconds.
• Download a free power point presentation that will show you the value of Dynamic Asset Allocation.  Click here to request.
• Request a copy of our free risk assessment software.  Objectively analyze your appetite for risk by answering 10 questions concerning risk!  Click here to request.

What you get for a small monthly fee:

Option 2: Create A New Portfolio Using Our Advanced Investment Analysis Tools

Tools you can lease for $15 per month:

• Access Portfoliopedia.com's rebalancing service - You're happy with your portfolio, you want to regularly rebalance your portfolio, but you don't really want to check your portfolio every day to see if it's time to rebalance.  No problem.  For $15 per month, Portfoliopedia.com will help you set the most advantageous rebalance tolerances and then electronically monitor your account daily and notify you by email when it's time to rebalance.  A simple, effective way to increase your portfolio returns.  Click here to request.
• Access Portfoliopedia.com's powerful professional investment management tools.  For $15 per month, you can analyze portfolio diversification using a correlation matrix; view historical risk-return scatter grams to analyze the efficiency and return potential of any stock, ETF or mutual fund portfolio; drill down to view individual security risk-return scatter grams to root out weak or inconsistent holdings in your portfolio.  Our advanced database analysis will estimate odds of achieving specific returns based on the standard deviation and diversification of your portfolio.  Tutorial videos are available on line to help you read the reporting effectively. 

To see an example of our advanced reporting capabilities, click here.

Bonus for pay members:

All Paying Members can also Track The Best Mutual Funds, Stock Holdings And Trades Of Other Users

Sign up for a small monthly fee to view the best mutual fund, stock and ETF holdings of other users.  See a portfolio you like in our top 25 portfolio list?  Why not track it in your own personal watch list.  Portfoliopedia will notify you instantly by email of any holding changes or re-allocations made in all portfolios you track.  Portfoliopedia will also notify you if the portfolios you track are improving or deteriorating when compared to portfolios of similar risk.  You'll never have to wonder if you're holding onto inferior mutual fund, stock or ETF positions ever again.