Your free audit

Know what your portfolio is worth.

Five minutes. Twelve questions about your streams, your rates, and your visibility. Your personalised report lands in your Portfolio Method account within a few minutes.

1
Complete the audit
Five minutes, twelve questions about your streams, rates, and visibility.
2
Check your inbox
A magic link arrives within minutes. One click. No password, no account setup needed.
3
See your report in the app
Your energy map, effective rate, and pricing gaps. All inside your free account.
✉️
What is a magic link? After the audit we email you a secure link. Click it and you land straight inside your free Portfolio Method account with your results ready. No password to set, no separate account to create.
5 minutes
No credit card
100+ portfolio professionals audited
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