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🔑 My Portfolio Career Tech Stack (March 2025)
12 Tools Powering Portfolio Path in 2025, How I Exactly Use Each Tool
Dexter Zhuang
April 06, 2025 • Estimated Reading Time: 14 minutes
Hey readers,
Wow. This week was brutal. While I can’t predict the future, I’m personally bracing for a stormy time ahead.
If it’s useful to brainstorm actions together, join our community call this Thursday. Look forward to seeing you there.
Today, in 5 minutes or less, you’ll learn:
🔧 The 12-tool tech stack that powers Portfolio Path (updated for 2025)
🎯 Which popular tools I dropped—and what I use instead
💰 How to save thousands by choosing the right tools from day one
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💎 Last Week’s Finds
🔥 Great list of tools that replicate 95% of the Bloomberg Terminal at just 1% of the cost - check out the comments for more useful investing resources
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🧰 My Portfolio Career Tech Stack (March 2025)
When I started this newsletter, I felt overwhelmed by all the SaaS tools.
Then I realized something.
You don’t need hundreds of SaaS tools.
You just need a few that actually work.
Last year, I wrote about 10 tools I used to start Portfolio Path.
But a lot has changed since 2 years ago, so I’m publishing an updated list.
In this edition, I share 12 tools I use weekly in my portfolio career, why I chose them, and what I use them for exactly.
Disclaimer: Some of the links below are affiliate links. I will never work with a brand that I don't personally use or believe in.
Tool #1: Beehiiv
Beehiiv is our email service provider. It sent this newsletter you’re reading.
Why I chose Beehiiv
Two years ago, I was choosing between Beehiiv, Substack and Convertkit to start my newsletter. Ultimately, I picked Beehiiv for its focus on newsletters, growth features, affordable price point, automations, and open platform/API.
I’m still happy with Beehiiv — especially its flexible API/automations, which I use to integrate with the rest of my stack.
How I use Beehiiv today:
Send weekly email newsletters
Trigger automated email series like my 5-day minicourse
Earn money through its ad network and boosts
Store subscriber data, e.g. wait list, purchase list, etc.
Setup automations via its API and webhooks
Tool #2: Kajabi
Kajabi hosts our cohort-based course, community, and product pages.
Why I chose Kajabi
When I launched my cohort program last year, I was deciding between Kajabi, Teachable, or Circle:
vs Teachable: IMO it’s a more versatile platform vs a similarly priced Teachable plan (with live video chat)
vs Circle: Circle is missing a lot of Kajabi’s marketing/sales and automation features (its strengths), but it has a way better community product
In the end I chose Kajabi for its course UX, live video chat, checkout/payments, community, and sales/marketing features (landing pages, triggered emails, automations).
Overall, I’m glad I kept Kajabi. But I do want to eventually merge Kajabi/Webflow/Beehiiv.
How I use Kajabi today
Deliver course videos/content for Part-Time Consulting Launchpad
Host a private student community for the course
Send automated emails based on user actions
Handle course payments, offers, and checkout flows
Host well-designed product landing pages
Tool #3: Webflow
Webflow is our website host.
Why I chose Webflow
A long time ago, I built my personal website on Wordpress. I regretted this choice as it got complex to maintain and grow (plugin hell).
Starting fresh, I chose Webflow to help me build beautiful website easily, manage a CMS, and access an API.
How I use Webflow today
Create a stunning website using a template
Execute website design changes myself as a non-designer
Publish my newsletters and articles to the website via CMS
Tool #4: Make
Make is our automation platform.
Why I chose Make
I used to use Zapier, but migrated to Make because it offered more customizable workflows for lower cost.
How I use Make today