How our Program Works

A Smarter, Simplified Approach to Portfolio Management

How Our Program Works

Interactive Portfolio helps you navigate through the complexities of today's markets with a comprehensive, easy to follow portfolio management system. Every day our investment research team monitors market movements and reviews our market forecasting models to insure that our ETF portfolios are properly aligned with the current market profile.

To maintain optimum allocation, portfolio adjustments are made an average of 1-3 times per quarter, or as market conditions warrant. As soon as any portfolio changes are made, you are promptly notified via email in the form of an Action Alert. These timely alerts inform you of allocation modifications so you can duplicate those same changes in your online brokerage account or platform. 

Here's How Our Program Works In 5 Simple Steps -

  1. Take advantage of our Free 14 Day Trial Offer - 
    Sign up for an Individual Subscription or Professional Subscription.

  2. Preview all of our progressive investment strategies and ETF model portfolios.

  3. Choose to follow the model portfolio(s) that best fit your investment objectives.
    The subscription rate is the same whether you follow one or all ETF portfolios.

  4. Duplicate the portfolio's exact positions and weights in your online brokerage account or platform.

  5. Follow Action Alerts in a timely manner when you are notified of portfolio adjustments.


The more you learn, the more you'll agree...Interactive Portfolio is A Smarter, Better Way to Invest.

Terms Of Use

By using this site, you fully acknowledge and understand that Interactive Portfolio is an investment research firm, not a financial institution, registered investment broker or financial advisor. No personal advice is ever given and no content, financial or otherwise, published on the Site constitutes a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Read Terms of Use


Interactive Portfolio is an investment research firm that publishes model portfolios, investment strategies, and financial information. We are not an investment advisory firm and make no recommendations whatsoever pertaining to the buying or selling of any stocks or other financial instruments. All information provided by Interactive Portfolio is for educational and informational purposes only.

You should contact an investment professional before you make any purchases or sales of any financial instrument. Interactive Portfolio assumes no responsibility whatsoever for any losses experienced by anyone who uses its educational materials to make financial decisions. Contributors to Interactive Portfolio may take long or short positions on stocks mentioned in this website.
Read Full Disclaimer

Contact Us

Business Hours:
9:00 am - 5:00 pm weekdays EST
Closed on Market Holidays

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Mailing Address:
2150 S. Shore Dr. #302
Macatawa, MI 49434