A Cutting Edge Platform for the Forward-Thinking Advisor

Differentiate yourself from other advisors with the forward-looking ETF ratings to confidently make selections and recommendations.

  • ETF and Stock Power Ratings
  • ETF Screener with Ratings and Group Rank
  • Unlimited ETF and stock-based watchlists, portfolios, and client portfolios (via integrations)
  • PortfolioWise ETF, Stock and Portfolio Reports
  • Market trends and alerts
  • MarketWise commentary

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Read the PortfolioWise terms and conditions at www.portfoliowise.com/terms

Limit one trial per person. PortfolioWise is a product by Chaikin Analytics, LLC. Chaikin Analytics, LLC, is not registered as a securities Broker/Dealer or Investment Advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. This information does not represent a recommendation to buy or sell ETFs, stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information, analysis, and opinions presented in our reports include the confidential and proprietary information of PortfolioWise and may include data provided by your financial representative which cannot be verified by PortfolioWise. This report is supplemental literature and does not take into account an individual’s specific financial situation. Reports are solely for investment research and the user bears complete responsibility for any trading decisions. Users should consult with their financial advisor before making buy/sell decisions. For more information, see disclaimer.

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