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Choose from our Core Capitalwize Pick’s - Hand-Crafted Portfolios built by Capitalwize Advisors.

Simply Select the portfolio(s) and we pick all the investments for you. If you have multiple investing goals and selecting more than one portfolio, simply let us know which account type you want for each goal.

When the right stock(s) goes on sale*, you’ll be the first to know about our changes to the portfolio.

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From $9.99

Starter Stocker

1 Account, 1 Investing Goal Ex: Brokerage Account: Financial Independence

From $19.99

Stock-a-holic

Up to 3 Accounts and 3 Investing Goals Ex: Roth IRA, Retirement, Joint Account, New House Fund, Brokerage Account, New Business Fund

From $29.99

Super Stocker

Unlimited Accounts for Unlimited Goals

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HOW IT WORKS

STACK PACKS

Once you purchase a subscription package, we will help you figure out the right investments based on the goal. If you need more than one Capitalwize Portfolio simply add it to your cart. 


FEATURES & BENEFITS

INVEST ON THE GO

Keep all of your investments safe in one place with our mobile app. Each investing goal should have it’s own account. Example: Investing for retirement? That's one goal. Saving for a dream home? That's another goal, creating an account for your child? That's another goal. Each goal may have different objectives and risk profiles so it's best to separate them into different accounts with different investments. 

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Health is Wealth

Good health is more than the absence of disease or illness. In fact, health (in general) encompasses more than physical health, it can be mental, spiritual, emotional, etc. For many it takes a disciplined approach to daily lifestyle choices. These companies supply pharmaceuticals, fitness platforms, and research to improve our health. They fully understand that health is wealth.

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Conscious Capital

Better for people, better for our communities, and better for our planet. These companies are mission and purpose driven to make the world a better place. They've made it clear that it's not enough to "do no harm", they seek to have a positive impact on the world in their own respective ways. Take a stand and do the right thing!

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Black Lives Matter

Black Lives Matter is a global movement which advocates for justice, freedom, and healing for Black people. Over the years many organizations have voiced their support for the cause. These companies have taken it a step further and put their money where their mouth is to fight racial inequity. Aside from financial support, these companies are examples of companies that strive to maintain a diverse workforce.

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Apparel Assets

When you look good, you feel good. That goes for streetwear, athletic wear, and formal wear. Your appearance says something about you. These companies supply the products that fill our closets and some of them make it so that you don't even need to leave your house to do it. 

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Sleeping Bag

Make money while you sleep. Wouldn't it be nice to have your money make you money, without requiring your time? Two words…passive income. In the investing world, some companies pass along some of their "success" to their shareholders in the form of dividends. Dividends are cash payments received for owning shares of a company. These fairly stable companies are known for their ability to provide a stable income stream for their shareholders.

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The Real (Estate) Deal

Real estate is all around us, whether is be commercial properties, residential homes, resorts, and industrial. Buying direct real estate can be a costly (yet valuable) investment. If you're looking for a way to get your foot in the door, without direct property ownership look no further. These companies are involved in the ownership, management and acquisition of real estate investments in various industries.  

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What's Next?

The next big thing. These companies specialize in adaptation and innovation and many believe that they haven't reached their peak. They companies show great promise for growth in the future by striving to be the best in their industries and challenging the status quo.

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Ya Gig

Maybe you have a 9-5 and maybe your side hustle is your 5-9. It feels like everyone has a gig of some sort. Small businesses make up about 99% of all US businesses. These companies serve the unique needs of our small businesses. They make nearly every element of their operations possible from software solutions to e-commerce platforms.

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Entertainment Equity

Are you entertained? These companies bring us endless amounts of content in various forms. Their goal is to get our attention and keep it. The more endorphins we release, they more successful they become.


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EVERYBODY EATS

They say you are what you eat. Whether fast food or fine dining, these companies are responsible for providing the food to fuel our bodies. Innovation and increasing consumer expectations have both created space and raised the bar for your traditional food companies like McDonald's and third party apps like Uber. Either way, Everybody Eats!  

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TECH YEAH!

These companies are in the business of solving problems. Whether it's transforming the way we shop for essential items, connect with our loved ones, stream our favorite shows, or even search for the doctors' offices in your area, technology companies get it done. In the world of technology, the sky's the limit.

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THE GIFT CARD

SHARE THE WEALTH

The Stock Shop Gift Card

The Stock Shop Gift Card

$120

It's the perfect gift for everyone on your list (as well as the simplest). The recipient can redeem it for merchandise of their choice!

  • $120 for One Year Starter Stocker Subscription at $9.99/mo
  • $240 for One Year Super Stocker Subscription at $19.99/mo
  • $360 for One Year Stock-a-holic Subscription at $29.99/mo