Portfolio Charts freely shares an extensive collection of independent research to help DIY investors find a portfolio to love. You may notice there are no ads, affiliate links, or other common marketing distractions. Happy readers make it possible by giving a tiny fraction of typical investing fees to sponsor portfolio education.
Memberships /// Toolkit /// Gift Shop /// Donations
By supporting Portfolio Charts with regular contributions, you’ll help other investors and receive a few nice perks. You can easily cancel or re-start any time.
Become a Member
Patron of the Charts
$5.00 per month
- Toolkit access
- $5 monthly store credit
- Members Discord role
- The joy of lending a hand
The Toolkit is a powerful charting tool with advanced features for members. It's useful for saving portfolios, customizing data, and vastly speeding up portfolio research.
Special Features
- Create every chart on one page
- Save portfolios for future reference
- Upload custom asset data
- Add your asset allocation to the Portfolio Matrix and Optimizer
Your Generosity Matters
Even if you're not interested in a membership or product, every one-time gift and word of encouragement makes a difference. Thank you!