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Improved

Try Portfoliq in 30 Seconds, Sign In With Google, Read Pages a Human Wrote

A try-before-you-sign-up demo, sign-in with Google, and a fresh voice across products, solutions, and resources.

Three things came together this window: making Portfoliq easier to try, easier to enter, and easier to read.

Try without signing up

The new /try flow lands you in a real, populated Portfoliq dashboard — a sample portfolio you can click through. Deal analysis, capital planning, the debt optimizer — all live, all interactive. No signup, no commitment, no five-minute onboarding before you see anything. Just the product.

Sign in with Google

The sign-in page now leads with Sign in with Google and a cleaner layout. Magic links are gone — they were slow, often eaten by corporate inboxes, and confusing the first time you used them. One button, no email round-trips.

A new voice across the site

Every product page, every solution page, and the entire resources hub — restyled and rewritten in a voice that sounds like a person and not a brochure. We added real customer stories where they belonged, gave each audience (Individual Investors, Professional Investors, Advisors) a tailored landing, and tightened the writing across the board.

What else shipped

  • A pricing page rewrite with clearer calls to action and a more honest savings story.
  • A cleaner footer with the resources, security, careers, and contact you'd actually look for there.
  • Quiet performance improvements across the marketing site — same pages, faster.
  • An end-to-end review of the codebase to clean up everything we'd been meaning to.

Up next

A way to upload a property document — say, a purchase agreement — and have Portfoliq fill in the deal for you.