All data.
No opinions.

The financial world is overflowing with subjective opinions. Our revolutionary portfolio tracker provides you with objective insights.

Built for both everyday investors and experts, Bee Portfolio clears away uncertainty—so you can confidently approach retirement.

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Bee Portfolio dashboard

Coming soon    Bee for Business

Start mitigating your ERISA 404(c) liability, helping your employees succeed, and taking a load off your mind with our special program: Bee for Business. All employees get their own Bee account and join your organization’s “Hive.”

Your convenient dashboard will provide insight into how your tribe’s 401(k)s are performing. You’ll be able to send notifications of underperformance to your employees’ anonymous accounts. And, if an employee’s portfolio is performing below the average in the Hive, Bee also sends updates. Learn more.

Get notified as soon as Bee for Business launches!

Works with 100s of investment platforms

See how your portfolio is actually doing

End the confusion, and strategize for retirement the smart way.

Bee Portfolio exists to bring facts to light: Compare your performance to similar investment accounts, so you can see whether ups & downs are limited to your account—or signal a greater trend. Gain confidence and insight to power your investing decisions.

Here’s how:


Securely link your account

Your investment account data is safely synched with Bee Portfolio, the next evolution of portfolio trackers that’s full of insights.

All data on our platform is shared anonymously with the community.

Once you add an account, you’re moments away from the big reveal . . .

Bee Portfolio fastlink screenshot


See how you rank

Answer that nagging question: How is my portfolio actually doing?

By measuring your investment account against similar ones, you gain a clear view of how it’s performing.

Your account category (determined by its ratio of stocks to bonds) is calculated automatically. This way, you’re comparing apples to apples.

Bee Portfolio rankings menu screenshot


Explore and compare

For people who want to analyze their investment accounts, follow other people’s (anonymous) accounts, and discover how to reproduce another person’s account at it!

Dig into the Bee Portfolio platform as much (or as little) as you’d like. If you simply want updates on how your portfolio is doing, get notifications in your inbox.

Bee Portfolio composition data screenshot


Get real measurements with Bee Benchmark Logo

Bee Benchmark™ is an objective standard for every investor, calculated from similar investment accounts' performance on our platform. Unlike the 5,000+ other indexes out there, ours is designed for everyday investors like you.

Whether you're aggressively playing the stock market or cautiously growing your nest egg, you know your comparisons are meaningful.

Bee Portfolio benchmark graph screenshot

Know how your investment account ranks

See how your account stacks up via our daily, weekly, and monthly rankings. Check whether accounts with the same goal—from the same investment firm—are outperforming each other.

Without giving away any personal details to the Bee Portfolio community, you gain instant insights into your portfolio's performance.

Bee Portfolio hives screenshot

Compare real-life investment accounts

Drill down to the details with our comparison tool. View any account alongside a similar one, and immediately see the differences between them.

With objective data—and zero subjective opinions—you can adjust your account to imitate others’. The power is now in your hands.

Bee Portfolio similar portfolios screenshot

Analyze your long-term performance

Every time you update an account, we save the previous version. Compare an old account side-by-side with your new one—and see what would’ve happened if you hadn’t changed anything.

Quickly understand which changes were beneficial or not, and learn from your gains and losses.

Bee Portfolio historical changes feature screenshot

Put your knowledge on auto-pilot

Easily stay up-to-date with your portfolio’s performance. Subscribe to email notifications, so your investment account's status is delivered directly to you.

Always know the answer to “how is my portfolio doing?” and enjoy objective insights as you track your portfolio—even when your plate is full.

email inbox screenshot

You can enjoy a better financial future

Your financial future is foundational to a comfortable retirement. With the data provided by our platform, you can conquer emotional investing and eliminate your confusion, frustration, and anxiety over portfolio performance.

Let the stress fall away. See how your portfolio is actually performing—today.

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Disclaimer: Bee Portfolio is not a registered investment advisor or broker/dealer. The materials and information accessible on or through the Services should be used solely for informational purposes. No Content published as part of the Services constitutes a recommendation that any particular investment, security, portfolio of securities, transaction or investment strategy is tailored to the investment needs of any specific person so it may not be suitable for you. You should not rely solely upon the research or opinions herein for purposes of transacting securities or other investments. You should always conduct your own research and due diligence and obtain professional advice before making any investment decision. You hereby acknowledge and agree that we do not operate the Services as an offer to, or solicitation of, any potential clients or investors for the provision by us of investment management, advisory or any other service. You agree not to construe any Content or materials listed on the Services as tax, legal, insurance or investment advice or as an offer to sell, or as a solicitation of an offer to buy, any security or other financial instrument. None of the Bee Portfolio Parties (defined below) nor any other users will be liable for any loss or damage caused by reliance on any information obtained through or from the Services or any Content (including without limitation any User Content). NO GUARANTEE CAN BE MADE IF YOU INVEST BASED ON THE INFORMATION PROVIDED ON OR THROUGH THE SERVICES. Read all terms.

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