Client Portfolio Architect

Build your ideal client mix

No clients yet

Add your clients to start building your portfolio

How to Use Client Portfolio Architect

Build and optimize your client portfolio systematically.

1Add your clients with revenue and hours data
2See your effective hourly rate per client
3Identify concentration risks and underperformers
4Use the simulator to test 'what if' scenarios

Who Is Client Portfolio Architect For?

For freelancers and small teams who want to optimize their client mix.

Freelancers

Understand which clients are worth your time

Consultants

Optimize rates and client selection

Small Agencies

Manage client concentration risk

Frequently Asked Questions

What is client concentration risk?▼

When one client contributes too much of your revenue (e.g., >40%), losing them would significantly impact your income. This tool helps identify and manage that risk.

How is the client score calculated?▼

Scores are based on revenue contribution (25%), time efficiency/hourly rate (35%), growth potential (15%), and satisfaction factors like payment speed and communication ease (25%).

Is my data stored securely?▼

All data is stored locally in your browser. Nothing is sent to any server.