Do-It-Yourself Investing Software

Online portfolio management software that help you build and manage a globally diversified ETF investment portfolio.

no credit card required

How it works

You complete a short risk profile questionnaire.

InvestPlex's algorithms create a portfolio for you.

You go to your broker and buy the recommended ETFs.

InvestPlex's will monitor 24/7 and alert you if changes are need it.

What is InvestPlex's mission?

  • Teach you how to invest in the stock market removing emotions from investment decisions.
  • Help you get rid of the noise and chaos from wall street and untrustworthy financial advisors.
  • Keep you away from expensive and poorly managed mutual funds.

How InvestPlex's portfolios are performing.

  • Conservative Portfolio

    Inception Date 2016-01-04
    1 Month0.13%
    3 Month-1.94%
    6 Month-2.33%
    YTD return-4.27%
    1 Year-3.91%
    3 YearsN/A
    5 YearsN/A
    Inception3.13%
  • Moderate Portfolio

    Inception Date 2016-01-04
    1 Month-0.30%
    3 Month-3.77%
    6 Month-4.30%
    YTD return-5.40%
    1 Year-4.81%
    3 YearsN/A
    5 YearsN/A
    Inception6.95%
  • Growth Portfolio

    Inception Date 2016-01-04
    1 Month-0.89%
    3 Month-5.55%
    6 Month-6.30%
    YTD return-6.71%
    1 Year-5.91%
    3 YearsN/A
    5 YearsN/A
    Inception10.37%
  • Aggressive Portfolio

    Inception Date 2016-01-04
    1 Month-1.26%
    3 Month-6.68%
    6 Month-7.53%
    YTD return-7.29%
    1 Year-6.28%
    3 YearsN/A
    5 YearsN/A
    Inception14.44%
  • Sector S&P 500 Portfolio

    Inception Date 2016-01-04
    1 Month-3.43%
    3 Month-9.46%
    6 Month-5.42%
    YTD return-3.76%
    1 Year-3.27%
    3 YearsN/A
    5 YearsN/A
    Inception22.13%
  • Global Equity Portfolio

    Inception Date 2016-01-04
    1 Month-1.82%
    3 Month-8.06%
    6 Month-8.64%
    YTD return-7.47%
    1 Year-6.38%
    3 YearsN/A
    5 YearsN/A
    Inception18.97%
  • Global Emerging Markets Portfolio

    Inception Date 2016-01-04
    1 Month-0.05%
    3 Month-7.69%
    6 Month-10.21%
    YTD return-13.42%
    1 Year-12.80%
    3 YearsN/A
    5 YearsN/A
    Inception12.83%

Performance shown as of December 12, 2018

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Portfolio performance is based on price return, where the return measure considers only the capital appreciation and does not considers the reinvestment of dividends received. Past performance is not indicative of future results.

Start building wealth today. Take control of your future.

no credit card required

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2018-12-12T17:18:27-05:00