Portfolio
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Sponsorship 2027

Sponsor the launch.
We match it.

Portfolio is a free, open-source investment tracker that runs on the investor's own computer. No accounts, no cloud, no tracking. It is new, and placements are worth nothing until people download it. So your money goes where the users come from: marketing.

Become a sponsor See the placements

The offer

How it works

  1. You sponsor

    Any amount, paid once for 2027.

  2. We match it

    Euro for euro, from our own EUR 5,000 budget for 2027, in the order sponsors sign.

  3. All of it goes to marketing

    Investing newsletters, creator reviews, launch campaigns and community ads without tracking. Every one names you.

Example: you put in EUR 5,000, we add EUR 5,000, and EUR 10,000 goes into marketing with your name on it. You can give more; the part above our match goes into marketing too. Every user it brings in sees you in the app.

What you get in the app

Where users see you

In the app

Banner on the Overview

The first screen users see when they open Portfolio, between the value cards and the charts. The button opens an account with you through our referral link.

The Portfolio overview tab with the example sponsor banner between the value cards and the performance chart.
Preview

"Open in" on suggestions

Each rebalancing suggestion gets a button that opens the instrument in your platform. We pass only the ticker. The user places any order inside your platform, never in Portfolio.

The Suggestions page under Analysis with rebalancing suggestions and the target portfolio.
Preview

CSV import and "Open an account"

We build the import for your CSV export, so your clients bring their history in a minute. Users without an account get an "Open an account" link next to it, and in the broker picker.

The import transactions page with the recognised broker formats: Trade Republic, Interactive Brokers, Scalable Capital and Degiro.
Preview

A featured metric

A metric card we build with you, for example "Cost of trading" or "Cash yield". It is listed first in the metric catalog and users can pin it to their dashboard. It computes on the user's machine.

Settings, Dashboard Cards: the cards on the overview and the metric catalog below them.
Everywhere

Website, GitHub and release notes

Your logo on this website and the GitHub README, and a thank-you in every release note of 2027.

Sponsors 2027

"Preview" marks placements we build for the first sponsor. The banner and the "Open an account" links use our referral link in your affiliate programme, so you also pay your standard commission for each client they bring. The more you put in, the larger your share of the banner and the campaigns.

Rules

What we promise

Our rules

  • No balances, holdings or personal data reach a sponsor
  • No tracking pixels
  • Sponsored content is labelled
  • Sponsors never influence AI briefs, suggestions or metrics

Terms

  • One payment in advance, in EUR, VAT where it applies.
  • You approve every text and creative that names you, and supply any risk warning your regulator requires.
  • Each quarter we report what we spent, where, and the downloads and clicks it brought.
  • Anything not spent by 31 December 2027 carries into early 2028 for the same sponsors.

Interested?

Write to christos@cgeosoft.com with the amount you have in mind. We will set up a 30-minute call.

Become a sponsor Take the tour