As my way of thanking everyone who helps make Portfolio Charts possible, members also receive a few special perks.

Members Toolkit

• Create every chart on one page
• Save portfolios for future reference
• Upload and manage custom asset data
• Add your portfolio to the Portfolio Matrix
• Include 10 assets in the Optimizer

Monthly shop credit

• Receive $5 off any shop purchase
• Credits do not roll over, but you can get a new discount at the beginning of the month

Members Discord role

• Display a Patron of the Charts role in Discord
• Access a members-only channel
  

Thank you for supporting Portfolio Charts!

To manage your membership, look for the account icon at the top-right of the screen. Members will have a billing section where you can easily cancel, restart, or update your billing info. 

All payment details are securely managed by a reputable 3rd party company and are hidden even from me. If you ever have a billing issue, contact customer service and they will promptly help you.

If you ever have a question about memberships or maybe just an idea for a feature you'd like to see, I'm always open to feedback. You can reach me directly via the contact form, but feel free to share any thoughts, questions, or ideas here as well.

Thanks for your support!

I recently had the pleasure of talking about safe withdrawal rates with Jesse Cramer on his Best Interest podcast. It's always fun to speak with a fellow engineer, and we even got to geek out on a few things like engineering tolerances and how they relate to uncertainty. If you'd like to learn more about how SWR mechanics can support a happy retirement, this episode is for you.

Spotify /// Apple

I have never had the honor of meeting Jonathan Clements, but I have long admired his work. From his many years writing for The Wall Street Journal to his more recent project HumbleDollar, his insights and writing style have always stood out. HumbleDollar is honestly the perfect name, as he comes across as a genuinely good person with wise money insights.

So sharing this link fills me with mixed emotions. 

The C Word

On the one hand, the news of his personal medical struggle is a real punch to the gut. But on the other, he shares that news with his characteristic grace and humility that I can only hope to emulate in my own life. Even in adversity he still manages to teach. 

No matter where things go from here, I think there's no better way to honor his many contributions to the world than to encourage everyone to read his work. So don't just read Jonathan's current story. Check out HumbleDollar and read the whole thing. It's full of great wisdom.

Life is short, and it's important to appreciate your many blessings while you can. Jonathan -- you're truly the best. 

I recently had the honor of joining Ramin and Michael on the Many Happy Returns podcast to talk about how asset allocation affects safe withdrawal rates. I had a great time, and I hope you enjoy listening as much as I did recording. Check it out!