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Portfolio Manager
Analyze, Rank, and Manage Your Stocks

There are quite a variety of portfolio managers available to investors today. In reality, however, these portfolio managers have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

The majority of investors who buy portfolio managers think that the process is as simple as "plugging in stock recommendations". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio.

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The Portfolio Manager is a remarkable investment tool that includes all the features (and more) that a money manager would use in building and managing a diversified professional fund.
By gradually allocating small percentages of capital into a wide variety of value-stocks, the Portfolio Manager builds a diversified personal portfolio which, over the past 16 years, has strongly outperformed the market with an average stock appreciation of 28.68% a year.

Position Allocation
The Portfolio Manager uses money management formulas to properly allocate your funds into a well-diversified portfolio of value stocks. Positions in companies are started according to their ranking X Score, and managed in accordance with your chosen degree of diversification. Based on your capital size and your portfolio's volatility, the Portfolio Manager scales into each recommendation, thus building a safe position using several small buys instead of one large, risky gamble

Screening & Ranking
Throughout the trading day, the GetFolio's Portfolio Manager analyzes its database and ranks all stocks in search of new buy signals. Once a stock is determined to be a buy, it is immediately posted into your Recommendation Table as a buy candidate.
Unlike other portfolio managers that simply track buys and sells from an accounting and tracking perspective, the GetFolio Portfolio Manager is a money management tool. It is designed to lead you to mechanically managing your portfolio, alerting you to problems and opportunities that exist there. This remarkable tool is your ideal broker, presenting you with opportunities based on mathematical probabilities rather than emotions.

Daily Updates
Throughout the trading day, your Portfolio Manager assesses your portfolio continually and assigns a ranking number to each stock. This tells you which positions are high risk, which positions need to be reduced, and by how much. By continually comparing and evaluating the stocks in your portfolio, the Portfolio Manager makes sure that you take action according to the risk each position represents in your portfolio. 

The Portfolio Manager is What Makes GetFolio Different
I designed and built it for use in my own hedge fund. It wasn't conceptualized or built by system developers, neither of whom understand money management. is my own personal tool of choice, and I have been using it exclusively with 100% of my own money for 17 years.
We are all used to getting professional help when it comes to legal matters or accounting issues, but many make the mistake of underestimating what it truly costs to learn how to properly manage money, and wind up learning the hard way. What would it be like to know that you made the very best decision with every dollar you spent or saved?


  • No software to install -- everything is accessed by your internet browser using your personal login.
  • You only need to check your portfolio once a day, at any convenient time.
  • Minimal time commitment -- signals in the Portfolio Manager are easy to see, so you know exactly what to do.
  • Invest in stocks, ETFs, index funds, and sector funds.
  • Recommendation list volatility filter allows you to see recommendations by your personal desired risk level: Aggressive, Moderate, or Conservative.
  • The Market Gauge tracks the overall market, so you know the status of the market and when you should start positions.
  • Tells you when to sell, and also alerts you to your overall portfolio resistance level.
  • Calculates how many shares you need to buy.
  • Signals when your risk is disproportionate and alerts you to adjust the size of your position.
  • Portfolio Manager columns can sort positions by risk, position size, current return, and more.
  • Calculates your portfolio value at resistance and support, as well as your overall estimated portfolio gain at the exit points.
  • Your sector diversification is monitored, and you are alerted to any over-exposure.
  • View your portfolio and the current recommendations simultaneously.
  • Your Portfolio Manager and recommendation list are updated with the latest market information every 20 minutes throughout the trading day.
  • Monitors your cash level, keeps a record of your trades, and much more
Note: The minimum amount of capital you need to properly use the Portfolio Manager is $20,000.

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