At Portfoly.Net, we don’t just report the U.S. markets — we help you grow in them. Our expert-driven stock portfolio management services are built to deliver consistent, data-backed results for investors worldwide.
We create tailored stock portfolios based on your financial goals, risk appetite, and market conditions. Our hands-on strategy combines fundamental analysis with smart diversification to ensure you’re positioned for long-term success.
We don’t just set and forget. Our team constantly monitors market activity and your portfolio performance to make timely adjustments — helping you stay ahead of the curve in a volatile market.
If you have a 401(k), we’ll guide you in optimizing your plan—helping you choose the right mix of funds, manage rollovers, and align your 401(k) strategy with your broader retirement objectives.
Get detailed, transparent reports that break down your portfolio’s performance, stock movements, and our strategic decisions — so you’re never in the dark about your investments.
At Portfoly.Net, transparency is our foundation.
We don’t just talk about performance — we show it. Compare our returns against the S&P 500, and see how we manage capital in live market conditions.
| Year | Portfoly.Net | S&P 500 |
|---|---|---|
| 2020 | 31.8% | 18.4% |
| 2021 | 28.3% | 28.6% |
| 2022 | -24.3% | -18.1% |
| 2023 | 39.0% | 26.1% |
| 2024 | 31.1% | 24.9% |
| 2025 | 24.8% | 17.4% |
Details | Starter | Growth | Premium Capital |
|---|---|---|---|
| Investment Range (USD) | $10,000 – $100,000 | $100,001 – $500,000 | $500,001 – $1,000,000 |
| Annual Fee* | $499 | $999 | $1,999 |
| Risk Calculation Based on Deposit Size | ✔ | ✔ | ✔ |
| Investment Calculation for Each Asset | ✔ | ✔ | ✔ |
| Withdrawal Plan Strategy | ✔ | ✔ | ✔ |
| Profit/Dividend Reinvestment Planning | ✔ | ✔ | ✔ |
| New Deposit Allocation Plan (DCA) | ✔ | ✔ | ✔ |
| Portfolio Rebalancing | ✔ | ✔ | ✔ |
| 1:1 Client Goal Meeting | – | ✔ | ✔ |
| 1:1 Bi-Annual Meetings | – | – | ✔ |
You remain the sole owner of your brokerage account. We act under trading authorization only and never take custody of your funds.
* We don’t charge anything upfront. You’ll pay 50% of the annual management fee after building your portfolio, rest 50% will be charged after 6 months.
Simply send us your request related to your money management below...
We won’t build your portfolio by short term trading or day trading. We always believe in long term trading.
We’ll diversify your portfolio by investing in different stocks to minimize your overall risk.
We require the highly regulated brokers based on your choice. We prefer Interactive Brokers most.
You’ll create a Trader role with only the trading permission from your brokerage account’s portal. Then you’ll create a new user following our asset manager’s identity based on the Trader role you created. Next, you’ll authorize the power of trading & proof of trader from your portal’s notification.
Finally, you’ll give us the new user’s credential (login username & password). Further, the broker will verify the identity of our asset manager who will work as your portfolio manager. Thus, we’ll get access to your brokerage account with the trading permission only. You can delete our asset manager from your user list at any time. You can follow the link as a reference: https://www.youtube.com/watch?v=C-ND1eURgok
Yes, the minimum investment amount for our portfolio management service is $10,000. You’ll deposit in your brokerage account.
Actually it varies based on the portfolio types and client’s goal.
| Investment Range (USD) | Annual Management Fee |
|---|---|
| $10,000 – $100,000 | $499 |
| $100,001 – $500,000 | $999 |
| $500,001 – $1,000,000 | $1999 |
| Over $1,000,000 | $2999 |
We don’t charge anything upfront. You’ll pay 50% of the management fee after building your portfolio, rest 50% will be charged after 6 months.
Wire transfer, ACH transfer, Zelle, Crypto
No hidden fees. We grow when you grow.
Absolutely. Your funds remain in your brokerage account under your control, we’ll manage your portfolio with only the trading permission. We’ll never have any permission related to withdrawal or deposit in your brokerage account.
Yes, we accept clients globally who are interested to invest in the U.S. stock markets. Our preferred broker accepts international clients to open the brokerage accounts for the US & global stock trading.
