PortfolioOS is a free portfolio management tool for teams who are tired of funding org charts instead of outcomes. It combines value stream mapping, Lean Portfolio Management (LPM), and budget-aware prioritization in one place — so you can see what your customers actually receive, score every initiative on evidence, and fund the work that delivers.
Most project portfolio management software starts with a backlog. PortfolioOS starts with the question that matters: what value does your customer actually get? A guided 5-question wizard walks you through mapping a real value stream — customer, trigger, definition of "done," the delivery flow walked backwards to avoid org-chart bias, and the enabling capabilities behind it. In under 15 minutes you have a validated stream with delivery steps, bottlenecks, and a real budget split.
From there, PortfolioOS auto-scores every initiative across 9 KPIs — Strategic Alignment, Business Value, Customer Impact, Execution Readiness, Risk, Time to Value, Resource Availability, Dependency Complexity, and Competitive Urgency — derived from the data you entered, not manual gut-feel ratings. Scores drive a clear FUND / REVIEW / DEFER recommendation. Epics are then ranked org-wide against your portfolio budget cap, with a visible cut-line showing exactly where funding runs out — so deferral decisions are transparent instead of political.
What you can do with PortfolioOS:
Value stream discovery — a 5-question guided wizard that finds real value streams, not org charts or projects, with a built-in validity test and coaching notes.
9-KPI auto-scoring — every stream scored automatically, with fully customizable org-level weights.
Budget-aware prioritization — rank epics by composite score against a budget cut-line; defer and reactivate with one click.
Jira integration — push epics with KPI scores and budget data straight to Jira; map custom fields for scores and budgets.
Executive dashboards & exports — ROI, cost-per-outcome, cycle time, and stream health at a glance; export board-ready reports to Excel.
Who it's for: Release Train Engineers, SAFe Practice Consultants, PMO and portfolio leads, and transformation teams who need portfolio prioritization backed by real delivery data. It's framework-agnostic — it works with SAFe, LeSS, Scrum@Scale, Waterfall, and hybrid models.
What PortfolioOS is honest about: it's a focused decision tool, not a heavyweight enterprise PPM suite — and it's genuinely free, with no paywalls, trial limits, or feature gates. It was built by a certified SAFe Practice Consultant and transformation coach, encoding the discovery methods and mental models that actually hold up in real portfolio reviews.
If your portfolio decisions currently live in a spreadsheet, this is the honest upgrade. It's free and takes about 15 minutes to map your first value stream and see auto-scored results.
Try it: https://www.saugatadas.ca/portfolioos
Ignitho's Application Management Services are designed for agile enterprise, adopting a portfolio-based approach which takes into account technology, ground-breaking information architecture, people and services.
Cost Seg Smart is a cost segregation study platform built for CPA firms and tax advisors. The platform enables accounting professionals to order IRS-defensible cost segregation studies on behalf of their clients — delivered in 3-5 business days as a 30-40 page CPA-ready PDF with component-level MACRS classifications, depreciation schedules, and Form 3115 filing instructions.
CPAs use Cost Seg Smart to add cost segregation as a service line without hiring engineers or building in-house expertise. The platform handles the engineering analysis using RSMeans construction cost data, property enrichment from county assessor records, and satellite imagery — no site visit required.
Key capabilities for CPA firms:
- White-label report delivery with CPA firm branding
- Client-facing order links with built-in margin tracking
- Wholesale pricing (20% off retail by default, configurable per partner)
- Direct CPA support line for technical questions
- Covers all property types: residential (SFR, STR, duplex, triplex, fourplex, condo, multifamily) and commercial (office, medical office, retail, restaurant, industrial, mixed-use)
Studies start at $795 for residential properties. The platform supports both individual orders and portfolio/bulk submissions for firms managing multiple client properties.
PortfolioCommand from JLL offers a new approach to portfolio management. It gathers and analyzes portfolio and market data, and identifies opportunities to maximize use of space and reduce costs.
ProVantage Business Intelligence Suite is a comprehensive, user-friendly analytical tool designed to empower senior managers and partners with critical financial and business performance insights. By seamlessly integrating with existing accounting systems, it extracts, refines, and transforms data into flexible formats, facilitating strategic decision-making without the need for extensive IT resources.
Key Features and Functionality:
- Wellspring®: A point-and-click data extraction and portfolio-building tool that simplifies data retrieval and organization.
- Executive Portfolio®: An intuitive interface for executives and senior staff, offering dynamic selection of tabular and graphical presentations, drill-down capabilities, and flat views for comprehensive data analysis.
- Focal Point: A point-and-click Excel report writer that enables the creation of customized reports, enhancing data visualization and interpretation.
- Performance Measures: Provides 36 basic measures, including utilization, realization, profitability, work-in-progress and accounts receivable aging, collections, compensation formulas, billing and payment lags, carrying costs, and standard costs.
- Organizational Dimensions: Supports over 80 date-effective or current assignments, such as office, department, area of law, originating/responsible/billing partner, ABA code, industry, client/matter, practice group, attorney type, working attorney, and participating attorney .
Primary Value and Solutions Provided:
ProVantage BI Suite addresses the critical need for timely and accurate financial insights within law firms and similar organizations. It enables users to:
- Assess profitability across various dimensions, including practice groups, offices, timekeepers, clients, and matters.
- Identify practice groups with high profit margins but low billing volumes, and vice versa.
- Determine realization differences between practice groups.
- Obtain supporting information for partner allocation and compensation decisions.
- Analyze billing and collection lag differences across billing partners.
- Evaluate the firm's carrying costs by billing timekeeper.
By delivering multi-dimensional views of key information stored in the firm's accounting software, ProVantage BI Suite empowers organizations to make informed, strategic decisions that enhance operational efficiency and profitability.
MyStockPortfolio.com is a full-featured portfolio management tool. It allows investors to keep track of all of their investment transactions -- for stocks, mutual funds, ETFs, bonds, cash, and even investment clubs! In fact, you can keep track of any asset you wish to use in the program.
Aptitude Calculate (AC) is a stand-alone calculation and rules engine that fully supports automated allocations and calculations by entity, LOB, portfolio/cohort, contract or any other dimension required. The use cases are many and can include anything that requires a cost, expense, or investment allocation or any supplementary calculation needed to support the finance team in its functional and compliance data preparation and reporting requirements.
Marketics is performance-based revenue optimization for short-term rentals. Most underperforming listings aren't underpriced, they're mispositioned. They're presented as something other than what they are, so they land on the wrong shortlist and lose comparisons they should win. No rate adjustment fixes that.We're the revenue seat, not the property manager. A property manager runs the house: cleaning, turnovers, keys, guest messaging. We run the market: positioning, photography direction, listing quality, search ranking, comp-set strategy and pricing, last, because price is the output of value, not the input.
What makes the model different: we're paid 10% of revenue, and only when your revenue grows. No retainer. No setup fees. No long contract. A $500 deposit, refunded on completing the first 90 days. You keep your listing, your payouts, and your control.
Built for owners with 1–10 listings, the ones portfolio-focused revenue managers refer down, and full-service managers overcharge.
Track record: 35× Airbnb Superhost · 1,000+ listings optimized across 22 markets in the US, Canada, and Mexico · a documented 45% median revenue lift, net of market.
Your Market. Mastered.™