WealthWiseâ„¢ for individuals

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WealthWise uses expert Global Predictions technology to connect your multi-asset portfolio to the economy and gives you confidence to make better investing decisions

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12,000+ supported brokerages tracking equities, ETFs, mutual funds, cryptocurrencies, real estate, private equity, cash, and options

See historical portfolio performance and future portfolio returns & risk

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Visualize your portfolio breakdown and expose issues with underlying concentrated factors

Get personalized portfolio recommendations to improve returns, control risk, and increase downside protection