Your wealth manager,
on iPhone.
AI Portfolios is a native iOS app — not a website you pinch-to-zoom. Sign in with Apple, unlock with Face ID, and carry Director, Autopilot, and Sage in your pocket. Paper memos. Live markets. Recommended trades waiting on your decision.
See the iOS app in action.
Everything you need,
in your pocket.
The web dashboard exists. The iPhone is where the work happens — markets at the open, memos on Sunday, Sage when a question won’t wait until Monday.
Markets, then your book.
Markets Open, live quotes, day and year-to-date, and your portfolio value. The current regime — late cycle, growth, recovery — sits next to a sentence you can act on. Recommended trades wait for your decision.
Discuss with Sage.
Sage already has your holdings, goals, and the latest memo. Ask about a bond sleeve at 9:14. Get an answer with a number attached, compliance-gated, in the voice of an analyst — not a chatbot.
Paper memos.
Weekly consultations as letters, not dashboards. Executive summary, what moved, what to do next, and the RIA disclosures at the bottom. Read it in the app. Save it as PDF. Discuss it with Sage in one tap.
Education that fits.
A library matched to the gaps in your profile — risk tiers, tax lots, fiduciaries — so the next memo is easier to read than the last. Tracks what you’ve already finished.
Policy and control.
Face ID, App Store billing, connected accounts, and the kill switch. Pause Autopilot before the open. Close the book at a word. Nothing resumes until you say so.
Built the way an iPhone expects.
Director bills through the App Store. Tokens live in the Keychain. Biometrics sit in front of the trades that matter. This is the product — the website is how you found it.
Sign in with Apple.
Apple, Google, or email. Face ID or Touch ID on the next launch. Brokerage credentials never touch our servers — Plaid handles the link, tokens sit in the iOS Keychain.
Push, only when it matters.
We do not ping you when a position wiggles. When something material changes, you get a quiet notification and a paragraph waiting in Reports. Same event never re-fires within 24 hours.
App Store billing.
Director is $15/month through Apple. Cancel in Settings — Apple’s rules, no retention call. Autopilot adds execution in the same app, with biometric confirmation on the kill switch.
Set up on the phone
you already carry.
No desktop required. Intake, Plaid, risk tier, and the first memo all live in the iOS app. The chat is on from minute one.
Sign in
Sign in with Apple. Set up Face ID. About two minutes, then you’re in.
Connect
Link brokerage, IRA, and banking through Plaid. Balances, holdings, and cost basis fill themselves in.
Tell Sage the rest
Goals, dependents, risk comfort — the pieces Plaid can’t reach. A short conversation, in plain language.
Read the first memo
Your first consultation lands within 24 hours. Autopilot stays off until you review the plan and set the rules.
The iPhone questions,
asked up front.
The website is how most people find us. The app is where the work happens. If yours isn’t here, Sage will have it once you’re in.
Is this a real iOS app, or a website in a wrapper?+
A real iOS application. Sign in with Apple, Face ID, Keychain, push notifications, App Store billing. There is a web dashboard — Director’s is read-only; Autopilot’s is full — but the iPhone is the product we built first.
What do I need on my phone?+
iOS 16 or later. An Apple ID for App Store billing. A US brokerage you can link through Plaid. That’s the floor.
Who is Sage?+
Sage is the in-app chat. It already has your profile, holdings, and the latest consultation, and every reply is compliance-gated before it reaches you. From a report, tap Discuss with Sage and you’re in the same conversation, not starting over.
Can I run Director and Autopilot from the same app?+
Yes. One app, two tiers. Director writes the memo and the action list. Autopilot executes inside the policy you sign. The kill switch lives in You, and the trades that close the book require biometric confirmation.
When can I download it?+
Private beta, Q3 2026. Request access and we’ll write when a TestFlight or App Store seat is open. No promotional cadence after the confirmation email.
Carry the book
in your pocket.
Request Access →
Director and Autopilot launch on iOS in Q3. Join the waitlist and we’ll send a confirmation, then a second note when an early access spot opens — no noise in between.