The operating system for portfolio careers

You are probably earning 30% less than your portfolio is worth.

Take the free five-minute audit. Your report opens inside the app, and your 7-day free trial starts automatically. No sign-up step.

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150+
Portfolio professionals audited
85%
Did not know their effective hourly rate
£247
Average rate uncovered per hour

Inside the product

Every week, three decisions. Already drafted.

Portfolio professionals lose money to bad decisions, not bad effort. The Portfolio Method reads your data, surfaces the three highest-leverage decisions for your week, and drafts the action so you can stop thinking about what to do and start doing it.

9:41 • • •
Insights
Energy
Audit
Weekly
Your audit
Today

The stream you lead with publicly is the one you have the least energy for. Fix that first.

5/10
Energy
3/10
Money
3/10
Visibility
⚡ Energy
Today
Week
Insights
Progress
£
Money
Your audit, in one glance.
9:41 • • •
Your week
Week of 20 Apr

Three decisions to make this week, ranked by what they move.

1 of 3 decided
Rate decision
Raise your Advisor rate by 40%
Peers at your level charge £240-320. Your renewal is on the 15th. Every week you delay costs £2k.
See your rate benchmark
Boundary decision
Decline the panel on the 22nd
Speaker is 2/5 energy. 4 hours for £300 is below your break-even.
Draft decline
Today
Week
Insights
Progress
£
Money
Three decisions. Drafted actions. One tap to send.
9:41 • • •
Progress
94TODAY
Energy Method
11 / 30
Day 11
📖 Where You Started
Audit Day 1
Overwhelm at audit
Sometimes
Starting energy per stream
Advisor
−1.7
Speaker
+1.5
Founder
+2.0
Today
Week
Insights
Progress
£
Money
See what is actually working.

The audit

Start with what you actually earn.

Most portfolio professionals have never calculated their effective hourly rate across all streams. The number they find is rarely what they expected. Most find at least one stream they have been significantly undercharging, and one they did not realise was their most efficient use of time.

Complete the audit and a magic link lands in your email. Click it and your personalised report is waiting inside the app. Your 7-day free trial starts at that moment. No card required.

Take the audit — 7 days free
⚡
Energy
Know where your energy goes

Rate every stream on the energy it gives you versus the energy it takes. Find the streams that cost you more than they earn.

9 in 10 portfolio professionals have their highest revenue stream misaligned with their highest energy stream.
💷
Money
Price your work with data

See what your effective hourly rate actually is across every stream. Identify the pricing gap and the single biggest lever in your portfolio.

1 in 2 portfolio professionals have never calculated their effective hourly rate.
👁️
Visibility
Be known for what you offer

Find the gap between the role you are currently known for and the one you want to lead with. Close it with data, not more posting.

86% of portfolio professionals are known for a role they do not want to be known for.

The cost of not knowing

The professionals most likely to undercharge are not the ones who lack confidence. They are the ones who lack data.

Without a calculated effective hourly rate across all streams, every pricing decision is a guess. Without a clear map of where energy goes versus where revenue comes from, the most draining work often gets the most time. Without deliberate visibility management, you become known for what you did rather than what you offer.

A single advisory role repriced by £100 an hour across 200 hours is £20,000.
A retainer that costs 15 hours a month to service at £2,000 is worth less than £133 an hour.

This is for you if

You are not new to this.

You have more than one income stream, or you are building toward one.
You have said yes to work at a rate you knew was too low, because you did not have a strong reason to say no.
You calculate your income annually but have never calculated what each stream costs you per hour to service.
You know roughly what you want your portfolio to look like in three years, and you have no concrete plan for how to get there.
You are experienced, capable, and earning less than the market would pay you if you were better positioned.

The Portfolio Method

A subscription for portfolio professionals who want to run their careers on data rather than instinct.

Your audit is the front door. The subscription is the product. It is where the actual work happens.

What your subscription includes

  • Your personalised audit, updated as your portfolio evolves
  • Daily energy check ins across your streams
  • Ninety minute focus sessions with attention tracking
  • Weekly Method planning
  • Revenue tracking against your goal
  • Progress scoring and behavioural insights
  • Money Method benchmark access, launching 12 May
  • The Wins Board community
  • Monthly live Method sessions with June
Save 50%
Annual
£150/year
Equivalent to £12.50 per month.
Subscribe annually
Monthly
£24.99/month
Cancel anytime.
Subscribe monthly
Take the audit. Start your free trial.

7 days free. No card required. Subscribe when you are ready.

"I have been a portfolio professional for over a decade. The people who compound their careers are not more talented than their peers. They have better data about their own value and they act on it."

June Angelides MBE

Founder, The Portfolio Method · Venture Partner, Samos Investments · Board Director, Ruka Hair, Jude, Code First Girls · Mother of three

MBE Venture Partner Board Director LinkedIn Top Voice FT Featured

Common questions

Before you start.

How long does the audit take?

Five minutes. You answer twelve short questions about your streams, your rates, and your visibility. At the end, a magic link is sent to your email. Click it and your personalised report opens inside the app, starting your 7-day free trial automatically.

What is in the subscription?

The full Portfolio Method app: daily energy check ins, ninety minute focus sessions with attention tracking, weekly planning, revenue tracking, community, and monthly live Method sessions. Everything the audit recommends, with the tools to actually do it.

What is included in the free trial?

Full access to everything in the app for 7 days: your personalised audit report, daily energy check-ins, weekly Method planning, revenue tracking, the Wins Board community, and monthly live sessions with June. No card required to start.

Can I cancel anytime?

Yes. Monthly subscriptions cancel anytime from your account. Annual subscriptions continue through the paid period and do not auto renew unless you choose.

Is this for people with established portfolio careers?

No. The Method works for anyone with one or more income streams, whether you are already living it or building toward one. The audit meets you where you are.

What happens after I complete the audit?

A magic link is sent to your email. Click it and your personalised report is waiting inside the app. Your 7-day free trial begins at that moment. No card required. If you decide to subscribe after the trial, you choose monthly or annual.

Know what your portfolio is actually worth.

Five minutes. Your effective hourly rate, your energy map, and your visibility gap, calibrated to the portfolio you already have.

Complete the audit and your 7-day free trial starts automatically.

Start your free audit — 7 days free