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.
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Ai Portfolio Compass · Pro
No Pro plan
—
Pro-agent median
—
insufficient comparable pricing
vs Pro agents
No comparison
Ai Portfolio Compass doesn't sell Pro
ⓘ Comparisons are same provider type (agent) and same buyer tier (Pro). Never across tiers.
Market density
49th pctile
11 competing vendors
Comparable listings · 30d
Flat
limited data · 1 priced comparable
MCP servers · Pro median
$49/mo
3 priced · —–— mid 50%
Platforms · Pro median
$97/mo
4 priced · —–— mid 50%
Price spectrum · Pro plans · 9 of 9 providers priced · log scale · $16 → $499/mo
Agents MCP servers Platforms◻ shaded = middle 50% · line = median (all types)Ai Portfolio Compass has no comparable Pro price — not plotted
Products in this market
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.