Smarter portfolio insights — without the noise

Connect accounts, visualize allocation, and get actionable signals to keep your investments on track.

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Features that matter

Everything you need to see the big picture and act with confidence.

📊

Portfolio Summary

See total value, drift, sectors, and concentration at a glance.

🧠

Smart Insights

Signals on allocation, momentum, and unusual moves.

🔒

Secure Sync

Bring data via CSV now; Plaid integration coming soon.

🔔

Alerts & Nudges

Get reminders when allocations drift or cash piles up.

How it works

1
👤

Create your account

Sign up in minutes and set your goals.

2
📁

Add your data

Upload a CSV of holdings (or connect a broker soon).

3

Act on insights

Get allocation and timing nudges you can trust.

Simple pricing

Start free during beta. Upgrade anytime to unlock advanced features.

Beta Access

Free

$0
Free during beta
  • Portfolio tracking
  • Smart insights
  • CSV import
  • Email support
Join the Beta
Most Popular

Pro

$14.99/mo
For active investors
  • All Free features
  • AI insights
  • Drift alerts
  • PDF reports
Start Free Trial

Elite

$29.99/mo
For power users & multi-asset portfolios
  • All Pro features
  • Backtesting
  • Advanced analytics
  • Priority support
Upgrade Now

*All plans include portfolio syncing and AI-powered insights.*

See it in action

Watch how Portora transforms your portfolio data into actionable insights.

🎬
Demo video coming soon

Ready to get clarity on your portfolio?

Sign up and see your portfolio summary in minutes.

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Portora — Smarter Portfolio Insights