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.