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PORTFOLIO GATEWAY.

Portfolio analysis and AI reports by Wavenure

Portfolio Gateway is a Wavenure service for analysing investment portfolios. You upload a portfolio from a file or through the API; the service computes metrics and charts, generates PDF reports with the help of artificial intelligence and answers your questions through the Polaris AI chat. It is an analysis and information tool and does not provide investment advice.

The service runs at pf-gateway.wavenure.com and is offered on two plans, Free and Pro.

Plans and prices

PlanUploads and analysesPolaris AI chatPrice (VAT included)Billing
Free
2 uploads and 2 analyses in total
Within reasonable use
€0
No subscription, no expiry
Pro
5 uploads and 5 analyses per month
Within reasonable use
Launch price: €9.90/month or €89/year. List price: €14.90/month or €149/year
Monthly or annual subscription, renewed automatically; cancel at any time from the account settings

Free

Uploads and analyses

2 uploads and 2 analyses in total

Polaris AI chat

Within reasonable use

Price (VAT included)

€0

Billing

No subscription, no expiry

Pro

Uploads and analyses

5 uploads and 5 analyses per month

Polaris AI chat

Within reasonable use

Price (VAT included)

Launch price: €9.90/month or €89/year. List price: €14.90/month or €149/year

Billing

Monthly or annual subscription, renewed automatically; cancel at any time from the account settings

The launch price is kept at every renewal for as long as the subscription stays active. Consumers can withdraw within 14 days. Businesses with a VAT number of another EU country can buy the Pro Plan by writing to [email protected]. Withdrawal, cancellation, refunds and all other conditions are set out in the Terms of Service.