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Recipe Investing: Pro Subscription

 What You'll Get with the Pro Subscription:

📊
  Full Access to 200+ Portfolio Recipes

Track Tactical, Strategic, and Managed portfolios — with full analytics and monthly updates.

📈
  20 Years of Historical Performance Data

Analyze returns, drawdowns, volatility, and Sharpe/Sortino ratios across 1, 3, 5, 10, 15, and 20 years.

📂
  ETF & Fund Coverage from Top Providers

Includes Vanguard, Fidelity, iShares (ETFs only), and American mutual funds.

⚖️
  Comparison Tools & Scatterplot Views

Zoom in on interactive scatterplots by timeframe — from 1-year to 20-year views.
Example: 10-Year Risk vs. Return Plot:


🧮
  Historical Allocations for Tactical Portfolios

See how monthly portfolio weights changed over time — great for backtesting and trend analysis.

📥
  Downloadable Data Files

Export spreadsheet-ready data for all portfolio strategies, ingredients, and allocations.

📄
  Licensed for Professional Use

Use Recipe Investing in your advisory practice or with client portfolios.

🎥
  Pro-Level Guides & Monthly Commentary

Advanced articles and videos for deeper insight and professional-grade usage.

🔒
  Exclusive Tools — Zero AUM Fees

Advanced analytics for $100/month — flat rate, cancel anytime.