PortWise

PortWise Pricing

Start with your AI Trading Copilot

PortWise tracks what changed, surfaces what matters, and turns market noise into proactive, risk-aware trading context for self-directed traders.

3-day free trial

PortWise Copilot

$19 / month
A personal AI Trading Copilot for market questions, portfolio review, research, and daily context.
No card required. Free for 3 days, then add a payment method to continue at $19/month.

What's included

  • Personal PortWise AI Trading Copilot
  • Ask questions about stocks, ETFs, news, and market moves
  • Curated investing strategy skills
  • Daily market context and opportunity review
  • PortWise chat history and account portal
Pricing