
A local-first AI portfolio copilot for investors with multiple brokerage accounts. It unifies multi-market holdings, analyzes portfolio risk, supports position reviews, and records trade decisions without executing trades.
Prices and medians update for the tier you select.
Agents cost 0.6× MCP servers at the Pro tier.
Ranked by how closely each one matches Ai Portfolio Compass's job. Prices show each provider's Pro state; entry prices are labelled as such. Unpriced products still belong to the market.
Market = the products most similar to this one by capability; prices are median / quartiles over its priced members, separated by provider type and buyer tier.