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Create a foundation for success
with PortfolioMason.
GET STARTED

Pricing

STANDARD
$49
Per month with annual prepaid subscription

The Basics: Ideal for experienced investors

INCLUDES:

Markets

Global Overview

Financial News

 

 

Research

ETF Analytics:

  • Fundamental & Technical
  • Correlation: Market > Market1
  •  

Rankings (Top / Bottom 20)

Strategy Builder

Filters:

  • Fundamental & Technical
  •  

Saved Strategies: 5

Portfolio Optimizer

Asset Allocation Models: 4

  •  
  •  
  • Fama French Factor
  • Arbitrage Pricing Theory
  •  
  • Modern Portfolio Theory
  • Equally Weighted

Monthly Optimizations: 10

Alerts

N/A

 

 

Reports

Strategy

Asset Allocation

Support

Web (Online)

 

 

 

Subscriptions

Number of Users: 1

Standard Pricing2

Month-to-Month: $124 / month
6 Month: $74 Save 40%
12 Month: $49 Save 60%

Institutional Pricing3

PREMIUM
$99
Per month with annual prepaid subscription

A complete offering for many registered advisors

INCLUDES:

Markets

Global Overview

Financial News

Market Outlook

 

Research

ETF Analytics:

  • Fundamental & Technical
  • Correlation: Security > Market1
  • Risk

Rankings (Top / Bottom 20)

Strategy Builder

Filters:

  • Fundamental & Technical
  • Risk & Sample-Statistics

Saved Strategies: 15

Portfolio Optimizer

Asset Allocation Models: 5

  • Dynamic Portfolio Optimization
  •  
  • Fama French Factor
  • Arbitrage Pricing Theory
  •  
  • Modern Portfolio Theory
  • Equally Weighted

Monthly Optimizations: 50

Alerts

Risk & Risk-Reward

Fundamental & Technical

 

Reports

Strategy

Asset Allocation

Support

Web (Online)

Training

 

 

Subscriptions

Number of Users: 2

Standard Pricing2

Month-to-Month: $249 / month
6 Month: $149 Save 40%
12 Month: $99 Save 60%

Institutional Pricing3

PROFESSIONAL
$199
Per month with annual prepaid subscription

The ultimate choice for professional investors

INCLUDES:

Markets

Global Overview

Financial News

Market Outlook

Expert Opinions (coming soon)

Research

ETF Analytics:

  • Fundamental & Technical
  • Correlation: Security > Security1
  • Risk

Rankings (Top / Bottom 20)

Strategy Builder

Filters:

  • Fundamental & Technical
  • Risk & Sample-Statistics

Saved Strategies: 50

Portfolio Optimizer

Asset Allocation Models: 5

  • Dynamic Portfolio Optimization
  •  
  • Fama French Factor
  • Arbitrage Pricing Theory
  •  
  • Modern Portfolio Theory
  • Equally Weighted

Monthly Optimizations: 500

Alerts

Risk & Risk-Reward

Fundamental & Technical

Portfolio Risk Calculator

Reports

Strategy

Asset Allocation

Support

Web, Phone, Email

Training

Account Manager

Branding, Hosting, Licensing

Subscriptions

Number of Users: 5

Standard Pricing2

Month-to-Month: $499 / month
6 Month: $299 Save 40%
12 Month: $199 Save 60%

Institutional Pricing3

$ Additional fees may apply. Call for details.
1 Market : Market - A traditional linear correlation matrix illustrating the relationships between 8 market indexes (8 x 8). Security : Market - A progressive, non-linear correlation matrix showing the dependency 1 security to 8 market indexes (1 x 8). Security : Security - An advanced correlation showing the dynamic relationship between 2 different securities (1 x 1).
2 Pricing is based on third-party data, data storage and CPU usage. Pricing is subject to change. Subscriptions automatically renew until cancelled. 6 and 12 month subscriptions are prepaid in full. All pricing shown as per month cost.
3 Institutional pricing available. Subscriptions may be customized to include specific features, more end-users (EULA), additional saved strategies, and a higher number of portfolio optimizations. Call for details.
FREE TRIAL

The 30-day free trial provides full access to most features. Portfolio rebalancing and all alert features not included.
Trial includes three (3) portfolio optimizations.

Upon expiration of the trial period, a Standard, Premium or Professional subscription is required to maintain access to the service.

GET STARTED

FREE TRIAL

The 30-day free trial provides full access to most features. Portfolio rebalancing and all alert features not included.
Trial includes three (3) portfolio optimizations.

Upon expiration of the trial period, a Standard, Premium or Professional subscription is required to maintain access to the service.

GET STARTED

$ Additional fees may apply. Call for details.
1 Market : Market - A traditional linear correlation matrix illustrating the relationships between 8 market indexes (8 x 8). Security : Market - A progressive, non-linear correlation matrix showing the dependency 1 security to 8 market indexes (1 x 8). Security : Security - An advanced correlation showing the dynamic relationship between 2 different securities (1 x 1).
2 Pricing is based on third-party data, data storage and CPU usage. Pricing is subject to change. Subscriptions automatically renew until cancelled. 6 and 12 month subscriptions are prepaid in full. All pricing shown as per month cost.
3 Institutional pricing available. Subscriptions may be customized to include specific features, more end-users (EULA), additional saved strategies, and a higher number of portfolio optimizations. Call for details.
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(888) 836-1835
Customer Support

Quotes, historical price information and intraday charts are provided by Thomson Reuters. Quotes are delayed at least 15 minutes. Fundamental and reference data are provided by Lipper. All third party information is provided "as is" for informational purposes only and is not intended for trading purposes or advice. Neither Portfolio Mason nor any of its independent providers are liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Portfolio Mason website, you agree not to redistribute the information found therein.

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