Financial portfolio management for every level.
Organize holdings, review allocations, and see live portfolio statistics for an individual, an entire family, or multiple client families.
- Unlimited portfolios
- Three-layer data protection
- Cancel anytime
- No trading-terminal noise
One connected financial picture
Financial portfolio management at every scale
One portfolio system. Three clear ways to use it.
Preserve the detail that belongs to each person while moving naturally into family-wide or business-wide aggregate statistics.
01
For individuals
Organize every financial portfolio you own and review live statistics across your complete investment picture.
Explore this workspace →
02
For families
Keep each person’s portfolios distinct while understanding the combined investment picture for the family.
Explore this workspace →
03
For portfolio managers
Manage multiple client families, model portfolios, and aggregate statistics through one independent practice account.
Explore this workspace →
The organizing principle
A portfolio is part of someone’s life.
Start with the household and move naturally into the detail. The result is a system that stays useful as financial lives become more complex.
Designed for review
A composed place to make financial decisions.
Built around people and the portfolios they own.
One hierarchy
Household context stays connected to every individual, portfolio, and investment.
Useful detail
Read holdings and allocation information without burying the important work.
Flexible by design
A consistent model supports one individual, one family, or one account managing unlimited client families.
Made to correct
Thoughtful data states keep next steps clear when something is missing or needs attention.
Insight without interruption
See every changeUnderstand every level
Change one input. See the effect everywhere.
01 / LIVE METRICS
Edit the portfolio. Watch the full picture respond.
Charts update live as you edit your portfolio.
02 / AGGREGATE INSIGHTS
Zoom out without losing the details.
Review aggregate value and exposure for a single person, a household, or every client household in your business. Each view rolls up from the same underlying portfolios and holdings.
One source of truth, three useful perspectives.
Move from practice-wide trends to the person and portfolio behind them without rebuilding your analysis.
Built to grow with you
The same foundation at every scale.
Choose the scope that fits today. Every plan keeps the same clear path from household to holding.
A complete foundation at every tier
Every plan includes unlimited portfolios and investments.
Review complete pricing details →For one individual organizing a complete investment picture across unlimited financial portfolios.
One family · one individual
For a family preserving each person’s portfolio detail while reviewing the combined picture.
One family · unlimited individuals
For one account managing multiple client families, models, and business-wide aggregate statistics.
Unlimited families · unlimited individuals
Compare plan features
Unlimited portfolios and investments on every plan
| Plan feature | Plus | Pro | Business |
|---|---|---|---|
| Monthly USD list price | $19.99 | $34.99 | $49.99 |
| Standard families | 1 | 1 | Unlimited |
| Individuals | 1 | Unlimited | Unlimited |
| Model portfolios | Not included | Unlimited | Unlimited |
| Financial portfolios | Unlimited | Unlimited | Unlimited |
| Investments | Unlimited | Unlimited | Unlimited |
Start with confidence
10 days free
How the free trial works
A payment card is required when you start your trial. Your first charge is the monthly price of the plan active when the 10-day trial ends. The subscription then renews monthly until canceled. Cancel at any time; access continues through the end of the current trial or paid billing period, and you will not be charged for a later period. Payments are ordinarily non-refundable. SWB Technologies may approve an exceptional refund when a severe incident caused by SWB Technologies substantially affects you.
Prices shown and charged are in U.S. dollars. Stripe Adaptive Pricing is disabled for the U.S.-only launch. Subscription charges ordinarily appear as FIN PORTFOLIO MANAGER on your payment statement.
Product tour preview
Explore the workflow before you subscribe.
One person. One family. The whole business.
Take the product tourThree-layer data protection
Your portfolio data is protected at every layer.
Verified account access, owner-scoped database rules, and application-level encryption work together to protect sensitive portfolio information.
Explore security and privacy01
Verified access
Protected product routes validate the signed-in session before returning portfolio information.
02
Owner-scoped RLS
Database policies prevent one signed-in customer from accessing another customer’s portfolio rows.
03
AES-256-GCM encryption
Sensitive portfolio details are encrypted before storage with a protected data key unique to each account.
Frequently asked questions
Clear answers before you begin.
Need something else? Visit support or email us directly.
Contact supportWhat happens when the 10-day trial ends?
The plan active at the end of the trial becomes your first paid plan. The payment card you provided is charged that plan’s monthly price, and the subscription renews monthly until canceled.
Can I cancel during the trial or after subscribing?
Yes. You can cancel at any time. Access continues through the end of the current trial or paid billing period, and you are not charged for a later period.
Can I change plans?
Yes. Upgrades take effect immediately with Stripe proration. Downgrades take effect at the next renewal after you choose the household and individual data that will remain active when needed.
Does Business include team seats or collaboration?
No. Business is one account for managing unlimited client families. Seats, invitations, roles, and separate team-member identities are not available.
Can I see the product without starting a trial?
Yes. Any verified account can use and replay the non-persistent product tour without entering payment details or receiving dashboard access.
How do I get support?
Email support@financialportfoliomanager.com.
Does Financial Portfolio Manager trade or provide advice?
No. Financial Portfolio Manager organizes portfolio information and calculates live portfolio and aggregate statistics. It does not connect to brokerage accounts, execute trades, or provide investment, tax, accounting, or legal advice.
How is my portfolio data protected?
Financial Portfolio Manager uses verified account access, owner-scoped Row Level Security, and AES-256-GCM encryption for sensitive portfolio details. Each account has its own encrypted data key protected by a separately managed server-side wrapping key.
A more considered workspace