Inside Look

Invest Your Way

Our latest premium package lets you design new portfolios with 30+ investment options and control over each allocation.

WiseBanyan was started with the idea that by providing free financial management we could empower everyone to achieve their financial goals faster.

Over the years, we’ve seen more requests for expanded investment options, which is why we’re excited to introduce you to Portfolio Plus! Our latest premium package lets you design new portfolios with 30+ investment options and control over each allocation. Better yet, you can add tax-loss harvesting and the automation of any of our other features to your portfolios, and there’s no minimum to start.

Example Investment Options

Technology: Tech out your portfolio with Artificial Intelligence, Blockchain, Digital Security, and more.

Socially Responsible: Build the portfolio that aligns with your values.

Consumer: Invest in everyday staples, such as healthcare, home building, and for a growing number of states, marijuana.

Resources: Precious metals, water, and utilities can now power the world and your portfolio.

Featured Portfolios: Not sure where to start? Add a featured portfolio designed by our investment team.

Open your free account or log in to your account to take advantage of Portfolio Plus.

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Brian Ramirez Brian is the CEO of WiseBanyan.