All-in-One portfolio intelligence
Understand your portfolio. Stay true to your goals.
Track performance, manage risk, and get alerted before things go wrong - all in one place.
How Mandate works
How Mandate works
Stay aligned, automatically
Your Mandate Score updates in real time. Drift from your rules — you get an alert. News that matters to your portfolio surfaces first.
Stay aligned, automatically
Your Mandate Score updates in real time. Drift from your rules — you get an alert. News that matters to your portfolio surfaces first.
Add your portfolio
Import via CSV or add transactions manually. Mandate maps every holding against your profile the moment it's in.
Add your portfolio
Import via CSV or add transactions manually. Mandate maps every holding against your profile the moment it's in.
Assess your risk
Answer questions about your psychology and finances. Mandate builds your investor profile and sets your parameters - automatically.
Assess your risk
Answer questions about your psychology and finances. Mandate builds your investor profile and sets your parameters - automatically.
Stay aligned, automatically
Your Mandate Score updates in real time. Drift from your rules — you get an alert. News that matters to your portfolio surfaces first.
Add your portfolio
Import via CSV or add transactions manually. Mandate maps every holding against your profile the moment it's in.
Assess your risk
Answer questions about your psychology and finances. Mandate builds your investor profile and sets your parameters - automatically.
Understand your portfolio in real time, clearly.
Understand your portfolio in real time, clearly.
Mandate shows you risks, analysis and investment profile you are willing to follow in simple visuals you can act on — right away.
Mandate shows you risks, analysis and investment profile you are willing to follow in simple visuals you can act on — right away.
Smart Dashboard
Mandate score, active breaches, factor exposure vs targets — everything that tells you if you're on track, the moment you open the app.
Smart Dashboard
Mandate score, active breaches, factor exposure vs targets — everything that tells you if you're on track, the moment you open the app.
Smart Dashboard
Mandate score, active breaches, factor exposure vs targets — everything that tells you if you're on track, the moment you open the app.
Portfolio Overview
Every position in one place — price, return, weight, P&L. No spreadsheet, no switching apps.
Portfolio Overview
Every position in one place — price, return, weight, P&L. No spreadsheet, no switching apps.
Portfolio Overview
Every position in one place — price, return, weight, P&L. No spreadsheet, no switching apps.
Analytics
Know exactly what risk you're carrying and what would break you.
Analytics
Know exactly what risk you're carrying and what would break you.
Analytics
Know exactly what risk you're carrying and what would break you.
Mandate
Helps you set your risk parameters, factor targets, and alert thresholds once. Mandate holds you to them.
Mandate
Helps you set your risk parameters, factor targets, and alert thresholds once. Mandate holds you to them.
Mandate
Helps you set your risk parameters, factor targets, and alert thresholds once. Mandate holds you to them.
Acuity AI, helps you understand.
Ask anything. Plain answers, not charts.
Early access open
Join the waitlist. Be first when Mandate launches.
Acuity AI, helps you understand.
Ask anything. Plain answers, not charts.
Early access open
Join the waitlist. Be first when Mandate launches.
Acuity AI, helps you understand.
Ask anything. Plain answers, not charts.
Early access open
Join the waitlist. Be first when Mandate launches.
Features
Designed for clarity, built for better investments.
Know your investor identity
Define who you are as an investor. Mandate builds your profile and holds your portfolio accountable to it — automatically.
Catch drift before it costs you
Markets move, portfolios drift. Mandate alerts you the moment your holdings stop matching your rules.
One number that tells you everything
Your Mandate Score shows instantly whether you're on track. No spreadsheets. No guesswork.
Ask your portfolio anything
Too concentrated? Too much risk? Just ask. Mandate's Acuity answers in plain language — not charts.
Alerts that actually matter
No market noise. Just a notification when your portfolio breaches your personal rules — and a clear explanation why.
Built for privacy, not profit
Encrypted, never sold, never shared. We earn from your subscription — nothing else.
Features
Designed for clarity, built for better investments.
Know your investor identity
Define who you are as an investor. Mandate builds your profile and holds your portfolio accountable to it — automatically.
Catch drift before it costs you
Markets move, portfolios drift. Mandate alerts you the moment your holdings stop matching your rules.
One number that tells you everything
Your Mandate Score shows instantly whether you're on track. No spreadsheets. No guesswork.
Ask your portfolio anything
Too concentrated? Too much risk? Just ask. Mandate's Acuity answers in plain language — not charts.
Alerts that actually matter
No market noise. Just a notification when your portfolio breaches your personal rules — and a clear explanation why.
Built for privacy, not profit
Encrypted, never sold, never shared. We earn from your subscription — nothing else.
Features
Designed for clarity, built for better investments.
Know your investor identity
Define who you are as an investor. Mandate builds your profile and holds your portfolio accountable to it — automatically.
Catch drift before it costs you
Markets move, portfolios drift. Mandate alerts you the moment your holdings stop matching your rules.
One number that tells you everything
Your Mandate Score shows instantly whether you're on track. No spreadsheets. No guesswork.
Ask your portfolio anything
Too concentrated? Too much risk? Just ask. Mandate's Acuity answers in plain language — not charts.
Alerts that actually matter
No market noise. Just a notification when your portfolio breaches your personal rules — and a clear explanation why.
Built for privacy, not profit
Encrypted, never sold, never shared. We earn from your subscription — nothing else.
Why Mandate?
This is the smarter way to invest on your own terms.
Other Tools
Messy spreadsheets, manual tracking
Complicated pricing, hidden fees
No idea when you're off-track
News with zero context for your portfolio
No AI to explain what's actually happening
MANDATE
Smart dashboard, real-time updates
Simple, transparent pricing
Instant alerts when you breach your own rules
News filtered to your holdings and risk profile
Acuity AI explains everything in plain language
Other Tools
Messy spreadsheets, manual tracking
Complicated pricing, hidden fees
No idea when you're off-track
News with zero context for your portfolio
No AI to explain what's actually happening
MANDATE
Smart dashboard, real-time updates
Simple, transparent pricing
Instant alerts when you breach your own rules
News filtered to your holdings and risk profile
Acuity AI explains everything in plain language
Pricing
Simple plans.
Straightforward pricing with no hidden costs. Everything you need to manage your money better.
Monthly
Monthly
Yearly
Yearly
Free
$0
/month
For investors who want to track their portfolio and know their mandate — at no cost.
Track holdings, cash & dividends
Your Mandate profile & score
1 portfolio with 5 holdings
Basic mandate alerts
Pro
Early access pricing
Lock in your rate permanently - and get everything you need to understand your portfolio and stay true to your mandate.
Unlimited portfolios
Monte Carlo simulations & stress tests
Acuity AI
Mandate-filtered news scoring
Advanced analytics & factor radar
POPULAR
Pricing
Simple plans.
Straightforward pricing with no hidden costs. Everything you need to manage your money better.
Monthly
Monthly
Yearly
Yearly
Free
$0
/month
For investors who want to track their portfolio and know their mandate — at no cost.
Track holdings, cash & dividends
Your Mandate profile & score
1 portfolio with 5 holdings
Basic mandate alerts
Pro
Early access pricing
Lock in your rate permanently - and get everything you need to understand your portfolio and stay true to your mandate.
Unlimited portfolios
Monte Carlo simulations & stress tests
Acuity AI
Mandate-filtered news scoring
Advanced analytics & factor radar
POPULAR
Pricing
Simple plans.
Straightforward pricing with no hidden costs. Everything you need to manage your money better.
Monthly
Monthly
Yearly
Yearly
Free
$0
/month
For investors who want to track their portfolio and know their mandate — at no cost.
Track holdings, cash & dividends
Your Mandate profile & score
1 portfolio with 5 holdings
Basic mandate alerts
Pro
Early access pricing
Lock in your rate permanently - and get everything you need to understand your portfolio and stay true to your mandate.
Unlimited portfolios
Monte Carlo simulations & stress tests
Acuity AI
Mandate-filtered news scoring
Advanced analytics & factor radar
POPULAR
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Your investments. Finally under control.
Join the waitlist and be first when Mandate launches.
Your investments. Finally under control.
Join the waitlist and be first when Mandate launches.
Your investments. Finally under control.
Join the waitlist and be first when Mandate launches.