Is Alison Wealth free?
Yes. The consumer portfolio workspace is free to start and is designed for manual portfolio tracking, investment ideas, journal posts, and friend sharing.
Track your portfolio, pressure-test ideas, and project cash flow.
Common questions about Alison Wealth, privacy-safe sharing, manual holdings, investment ideas, and portfolio projections.
Yes. The consumer portfolio workspace is free to start and is designed for manual portfolio tracking, investment ideas, journal posts, and friend sharing.
No. The free version is designed around manual entry and bulk pasted holdings. You can start without sharing bank or brokerage credentials.
Accepted friends can see a privacy-safe view: holding names, weights, per-share marks, returns, and ideas. They do not see raw account balances, share counts, or total dollar gains.
No. Alison Wealth is a tracking, journaling, sharing, and planning tool. It does not approve trades or provide personalized investment advice.
The workspace is built around editable holdings, ideas, and posts. More account controls can be added as the product matures.
Sample portfolio preview. Create a free account to add your own holdings.
A personal investing workspace for portfolio mix, current ideas, and long-term projection. Start with the sample view, then connect manual holdings next.
Portfolio mix by asset type using the sample consumer portfolio.
Weights are measured inside the public securities portfolio. Positions below the family-report disclosure threshold are grouped so the total ties to the public securities return.
Estimated net worth history. Public securities are re-marked using historical prices; funds, cash, and private assets use current statement values until dated snapshots are added.
Project liquid portfolio value using current public securities, mutual funds, cash, monthly cash flow, and expected return assumptions.
Budget is a planning layer for cash available to invest or cash required from the portfolio. It does not change actual holdings until activity is posted.
Challenges are structured investing experiments you can compare with friends without sharing dollars or share counts. Ideas stay as your private research queue.