diff --git a/.env.example b/.env.example
index b837576..dce01ed 100644
--- a/.env.example
+++ b/.env.example
@@ -35,6 +35,7 @@ QUANTRADAR_STRIPE_SECRET_KEY=
 STRIPE_PRICE_ID=
 STRIPE_PRICE_ID_MONTHLY=
 STRIPE_PRICE_ID_YEARLY=
+STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY=
 STRIPE_WEBHOOK_SECRET=
 # NEVER set on production hosts — skips webhook signature verify (unit tests only):
 # QUANTRADAR_STRIPE_WEBHOOK_TEST=1
diff --git a/app/public_surface.py b/app/public_surface.py
index 45b3d7c..3cf34ce 100644
--- a/app/public_surface.py
+++ b/app/public_surface.py
@@ -13,6 +13,8 @@
 from pathlib import Path
 from typing import Any
 
+from app.users import is_paid_plan
+
 
 def _basename(path: Any) -> str | None:
     if path is None:
@@ -43,8 +45,7 @@ def _slim_sources(sources: Any) -> list[dict[str, str]]:
 def is_pro_live_audience(user: dict[str, Any] | None, result: dict[str, Any]) -> bool:
     if not user:
         return False
-    plan = str(user.get("plan") or "").strip().lower()
-    if plan != "pro":
+    if not is_paid_plan(str(user.get("plan") or "")):
         return False
     meta = result.get("meta") if isinstance(result.get("meta"), dict) else {}
     return str(meta.get("mode") or "").strip().lower() == "live"
diff --git a/app/server.py b/app/server.py
index 2712941..6747d23 100644
--- a/app/server.py
+++ b/app/server.py
@@ -33,6 +33,7 @@
 from app.users import (
     authenticate as password_login,
     ensure_bootstrap_admin,
+    is_paid_plan,
     register_user,
     resolve_plan,
 )
@@ -483,7 +484,7 @@ def _run_analyze(
             return
         if mode_norm == "live" and user:
             plan = str(user.get("plan") or "free").lower()
-            if plan != "pro":
+            if not is_paid_plan(plan):
                 self._send(
                     403,
                     {
@@ -714,9 +715,11 @@ def do_GET(self) -> None:  # noqa: N802
                     "webhook_configured": bool(stripe_billing.webhook_secret()),
                     "checkout": "/api/billing/checkout",
                     "intervals": ["monthly", "yearly"],
+                    "plans": ["pro", "portfolio_pro"],
                     "prices": {
                         "monthly": "$29",
                         "yearly": "$249",
+                        "portfolio_pro_monthly": "$99",
                     },
                     "live_available": bool(health.get("live_available")),
                     "pro_value": health.get("pro_value"),
@@ -1104,12 +1107,14 @@ def do_POST(self) -> None:  # noqa: N802
             except Exception:
                 body = {}
             interval = str(body.get("interval") or "monthly")
+            plan = stripe_billing.normalize_checkout_plan(str(body.get("plan") or "pro"))
             try:
-                # Ignore client price_id — only server env Price IDs + interval.
+                # Ignore client price_id — only server env Price IDs + plan/interval.
                 session = stripe_billing.create_checkout_session(
                     customer_email=str(user.get("email") or "") or None,
                     price_id=None,
                     interval=interval,
+                    plan=plan,
                 )
             except Exception as exc:
                 self._send(
@@ -1124,6 +1129,7 @@ def do_POST(self) -> None:  # noqa: N802
                     interval=interval,
                     email=str(user.get("email") or ""),
                     ok=True,
+                    extra={"checkout_plan": plan},
                 )
             except Exception:
                 pass
@@ -1174,11 +1180,11 @@ def do_POST(self) -> None:  # noqa: N802
             if not result.get("ok"):
                 self._send(422, {"ok": False, **result})
                 return
-            if result.get("action") == "plan_pro":
+            if result.get("action") in {"plan_pro", "plan_portfolio_pro"}:
                 try:
                     funnel.track(
                         "pro_active",
-                        plan="pro",
+                        plan=str(result.get("plan") or "pro"),
                         email=str(result.get("email") or ""),
                         ok=True,
                         extra={"source": "stripe_webhook"},
diff --git a/app/stripe_billing.py b/app/stripe_billing.py
index 409390f..0ddeb33 100644
--- a/app/stripe_billing.py
+++ b/app/stripe_billing.py
@@ -14,6 +14,8 @@
 
 from app.auth import public_base_url
 
+CHECKOUT_PLANS = frozenset({"pro", "portfolio_pro"})
+
 
 def stripe_secret() -> str:
     return (
@@ -33,6 +35,24 @@ def webhook_secret() -> str:
     )
 
 
+def normalize_checkout_plan(plan: str | None) -> str:
+    plan_n = (plan or "pro").strip().lower().replace("-", "_")
+    if plan_n in {"portfolio", "portfolio_pro"}:
+        return "portfolio_pro"
+    return "pro"
+
+
+def stripe_product_slug(plan: str) -> str:
+    return "quantradar_portfolio_pro" if plan == "portfolio_pro" else "quantradar_pro"
+
+
+def plan_from_product(product: str | None) -> str:
+    slug = str(product or "").strip().lower()
+    if slug in {"quantradar_portfolio_pro", "portfolio_pro"}:
+        return "portfolio_pro"
+    return "pro"
+
+
 def price_id_for_interval(interval: str | None) -> str:
     """Resolve Stripe Price ID for monthly|yearly. Falls back to STRIPE_PRICE_ID."""
     iv = (interval or "monthly").strip().lower()
@@ -49,27 +69,48 @@ def price_id_for_interval(interval: str | None) -> str:
     )
 
 
+def price_id_for_plan(plan: str | None, interval: str | None = None) -> str:
+    """Resolve Stripe Price ID for checkout plan + interval."""
+    plan_n = normalize_checkout_plan(plan)
+    if plan_n == "portfolio_pro":
+        return (
+            os.environ.get("STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY", "").strip()
+            or os.environ.get("QUANTRADAR_STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY", "").strip()
+        )
+    return price_id_for_interval(interval)
+
+
 def create_checkout_session(
     *,
     customer_email: str | None = None,
     price_id: str | None = None,
     interval: str | None = None,
+    plan: str | None = "pro",
     mode: str = "subscription",
 ) -> dict[str, Any]:
-    """Create a Stripe Checkout Session. Returns {id, url}."""
+    """Create a Stripe Checkout Session. Returns {id, url, plan}."""
     secret = stripe_secret()
     if not secret:
         raise RuntimeError("Stripe not configured")
-    price = (price_id or price_id_for_interval(interval)).strip()
+    plan_n = normalize_checkout_plan(plan)
+    if plan_n == "portfolio_pro":
+        iv = "monthly"
+    else:
+        iv = (interval or "monthly").strip().lower()
+        if iv in {"year", "yearly", "annual", "annually"}:
+            iv = "yearly"
+        else:
+            iv = "monthly"
+    price = (price_id or price_id_for_plan(plan_n, iv)).strip()
     if not price:
+        if plan_n == "portfolio_pro":
+            raise RuntimeError(
+                "Stripe Price ID not configured — set STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY"
+            )
         raise RuntimeError(
             "Stripe Price ID not configured — set STRIPE_PRICE_ID_MONTHLY / STRIPE_PRICE_ID_YEARLY"
         )
-    iv = (interval or "monthly").strip().lower()
-    if iv in {"year", "yearly", "annual", "annually"}:
-        iv = "yearly"
-    else:
-        iv = "monthly"
+    product = stripe_product_slug(plan_n)
     base = public_base_url()
     data: dict[str, str] = {
         "mode": "subscription",
@@ -84,11 +125,13 @@ def create_checkout_session(
         data["client_reference_id"] = customer_email
         data["metadata[email]"] = customer_email
         data["metadata[interval]"] = iv
-        data["metadata[product]"] = "quantradar_pro"
+        data["metadata[plan]"] = plan_n
+        data["metadata[product]"] = product
         # Stripe does not copy session metadata onto the subscription — required for cancel→free.
         data["subscription_data[metadata][email]"] = customer_email
         data["subscription_data[metadata][interval]"] = iv
-        data["subscription_data[metadata][product]"] = "quantradar_pro"
+        data["subscription_data[metadata][plan]"] = plan_n
+        data["subscription_data[metadata][product]"] = product
 
     body = urllib.parse.urlencode(data).encode()
     req = urllib.request.Request(
@@ -112,6 +155,7 @@ def create_checkout_session(
         "url": obj.get("url"),
         "raw_status": obj.get("status"),
         "interval": iv,
+        "plan": plan_n,
     }
 
 
@@ -153,6 +197,14 @@ def _email_from_checkout_session(session: dict[str, Any]) -> str | None:
     return None
 
 
+def _plan_from_metadata(meta: dict[str, Any] | None) -> str:
+    if not isinstance(meta, dict):
+        return "pro"
+    if meta.get("plan"):
+        return normalize_checkout_plan(str(meta.get("plan")))
+    return plan_from_product(str(meta.get("product") or ""))
+
+
 def apply_webhook_event(event: dict[str, Any]) -> dict[str, Any]:
     """Apply plan changes from a verified Stripe event. Returns action summary."""
     from app.users import set_plan
@@ -174,15 +226,18 @@ def apply_webhook_event(event: dict[str, Any]) -> dict[str, Any]:
                 "type": etype,
                 "status": payment_status or "missing",
             }
+        meta = data_obj.get("metadata") if isinstance(data_obj.get("metadata"), dict) else {}
+        plan_n = _plan_from_metadata(meta)
         customer_id = data_obj.get("customer")
         if isinstance(customer_id, dict):
             customer_id = customer_id.get("id")
         user = set_plan(
             email,
-            "pro",
+            plan_n,
             stripe_customer_id=str(customer_id) if customer_id else None,
         )
-        return {"ok": True, "action": "plan_pro", "email": email, "user": user, "type": etype}
+        action = "plan_portfolio_pro" if plan_n == "portfolio_pro" else "plan_pro"
+        return {"ok": True, "action": action, "email": email, "user": user, "type": etype, "plan": plan_n}
 
     if etype in {
         "customer.subscription.deleted",
diff --git a/app/users.py b/app/users.py
index 2b43867..e663e74 100644
--- a/app/users.py
+++ b/app/users.py
@@ -250,6 +250,14 @@ def count_users() -> int:
         return len(_load().get("users") or {})
 
 
+VALID_PLANS = frozenset({"free", "pro", "portfolio_pro"})
+
+
+def is_paid_plan(plan: str | None) -> bool:
+    """Return True for Stripe-paid tiers that unlock Pro desk privileges."""
+    return str(plan or "").strip().lower() in {"pro", "portfolio_pro"}
+
+
 def resolve_plan(email: str | None, *, session_plan: str | None = None) -> str:
     """Plan SSOT is the users store only.
 
@@ -265,7 +273,7 @@ def resolve_plan(email: str | None, *, session_plan: str | None = None) -> str:
     if not u:
         return "free"
     plan = str(u.get("plan") or "free").strip().lower()
-    return plan if plan in {"free", "pro"} else "free"
+    return plan if plan in VALID_PLANS else "free"
 
 
 def set_plan(
@@ -279,7 +287,7 @@ def set_plan(
     if not _EMAIL_RE.match(email_n):
         raise ValueError("invalid email")
     plan_n = (plan or "free").strip().lower()
-    if plan_n not in {"free", "pro"}:
+    if plan_n not in VALID_PLANS:
         raise ValueError("invalid plan")
     with _LOCK:
         store = _load()
diff --git a/docs/env/quantradar.env.example b/docs/env/quantradar.env.example
index de790b0..f1c706f 100644
--- a/docs/env/quantradar.env.example
+++ b/docs/env/quantradar.env.example
@@ -12,6 +12,7 @@ SESSION_SECRET=replace-with-long-random-string
 # STRIPE_PRICE_ID=
 # STRIPE_PRICE_ID_MONTHLY=
 # STRIPE_PRICE_ID_YEARLY=
+# STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY=
 # STRIPE_WEBHOOK_SECRET=
 # NEVER on prod — unit-test bypass for webhook signature:
 # QUANTRADAR_STRIPE_WEBHOOK_TEST=1
diff --git a/render.yaml b/render.yaml
index 292627a..dd52cbc 100644
--- a/render.yaml
+++ b/render.yaml
@@ -39,3 +39,5 @@ services:
         sync: false
       - key: STRIPE_PRICE_ID_YEARLY
         sync: false
+      - key: STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY
+        sync: false
diff --git a/static/login.html b/static/login.html
index 2ca3ab6..cd4767f 100644
--- a/static/login.html
+++ b/static/login.html
@@ -71,10 +71,15 @@ <h1 id="title">Sign in</h1>
     const params = new URLSearchParams(location.search);
     const next = params.get("next") || "";
     const interval = params.get("interval") || "monthly";
+    const checkoutPlan = params.get("plan") || "";
 
     function redirectAfterAuth() {
       if (next === "checkout") {
-        location.href = "/pricing?authed=1&interval=" + encodeURIComponent(interval);
+        if (checkoutPlan === "portfolio_pro") {
+          location.href = "/pricing?authed=1&plan=portfolio_pro";
+        } else {
+          location.href = "/pricing?authed=1&interval=" + encodeURIComponent(interval);
+        }
         return;
       }
       if (next === "live") {
@@ -107,7 +112,9 @@ <h1 id="title">Sign in</h1>
 
     if (next === "checkout") {
       document.getElementById("lede").textContent =
-        "Create an account to unlock Pro checkout. After sign-in you will return to pricing to complete payment.";
+        checkoutPlan === "portfolio_pro"
+          ? "Create an account to unlock Portfolio Pro checkout. After sign-in you will return to pricing to complete payment."
+          : "Create an account to unlock Pro checkout. After sign-in you will return to pricing to complete payment.";
     } else if (next === "live") {
       document.getElementById("lede").textContent =
         "Sign in to use the desk. Live needs Pro and a mounted charts engine (supporter plan until then).";
diff --git a/static/pricing.html b/static/pricing.html
index 9279bbd..8eda075 100644
--- a/static/pricing.html
+++ b/static/pricing.html
@@ -26,8 +26,8 @@
       <p class="brand-mark">Quant<span>Radar</span></p>
       <h1>Pricing</h1>
       <p class="muted">
-        Clear Free vs Pro. No fabricated user counts. On today’s production host, demos are frozen artifacts —
-        Pro is a supporter price; live auto-unlocks when charts are mounted.
+        Clear Free, Pro, and Portfolio Pro. No fabricated user counts. On today’s production host, demos are frozen artifacts —
+        paid plans are supporter prices; live auto-unlocks when charts are mounted.
         Checkout via Stripe when configured on the host.
       </p>
     </div>
@@ -38,7 +38,7 @@ <h1>Pricing</h1>
       <button type="button" data-interval="yearly">Yearly <span class="muted">save ~28%</span></button>
     </div>
 
-    <!-- D-P0: exactly two interactive cards — Free + Pro. No Elite. -->
+    <!-- Free + Pro + Portfolio Pro. No Elite. -->
     <div class="price-grid">
       <section class="card">
         <h2>Free / Guest</h2>
@@ -66,11 +66,27 @@ <h2>Pro</h2>
           <li>Options only when live chain is OK (honesty gate)</li>
         </ul>
         <p class="muted" style="font-size:0.8rem;margin:0.75rem 0 0">
-          Anchor: one avoided −8% on a $3k trade ≈ 8 months of Pro. Yearly $249 saves ~28% vs monthly.
+          Anchor: one avoided −8% on a $3k trade ≈ 8 months of Pro. Yearly $249 saves ~28% vs monthly when configured.
         </p>
         <button class="btn btn-mag" type="button" id="proCta">Get Pro</button>
         <p class="muted" id="ctaHint" style="margin-top:0.65rem;font-size:0.8rem"></p>
       </section>
+      <section class="card">
+        <h2>Portfolio Pro</h2>
+        <p class="price">$99<span>/mo</span></p>
+        <p class="muted">Billed monthly only. Cancel anytime via Stripe.</p>
+        <p class="muted" id="portfolioValueNote" style="font-size:0.85rem">
+          Higher supporter tier — same desk access as Pro on this host today; portfolio monitoring and report workflow ship separately.
+        </p>
+        <ul>
+          <li>Everything in Pro (session, limits, live auto-unlock when mounted)</li>
+          <li><strong>Funds portfolio-scale roadmap</strong> — batch monitoring and report workflow, not sold as live today</li>
+          <li>Priority for portfolio feature rollouts</li>
+          <li>No live market data claims on this host until charts are mounted</li>
+        </ul>
+        <button class="btn btn-mag" type="button" id="portfolioCta">Get Portfolio Pro</button>
+        <p class="muted" id="portfolioHint" style="margin-top:0.65rem;font-size:0.8rem"></p>
+      </section>
     </div>
 
     <section class="card ios-surface" aria-label="iOS App Store product">
@@ -88,18 +104,19 @@ <h2>iOS app — separate cash register</h2>
 
     <h2>What we do not sell (yet)</h2>
     <p>
-      No “Elite institutional” tier without a public track record. If we add a mid tier later, it will be
-      clearly scoped (batch limits / API lite) — not a prestige jump.
+      No “Elite institutional” tier without a public track record. Portfolio Pro is scoped to portfolio monitoring
+      and report workflow on the roadmap — not a prestige jump with fake features.
     </p>
 
     <h2>Consistency table</h2>
     <table>
-      <thead><tr><th></th><th>Free</th><th>Pro</th></tr></thead>
+      <thead><tr><th></th><th>Free</th><th>Pro</th><th>Portfolio Pro</th></tr></thead>
       <tbody>
-        <tr><td>Demo artifact</td><td>Yes</td><td>Yes</td></tr>
-        <tr><td>Live fetch</td><td>No</td><td>Not on this host yet · auto-unlock when mounted</td></tr>
-        <tr><td>Options as actionable</td><td>No</td><td>Only when live chain OK</td></tr>
-        <tr><td>Pattern labels</td><td>If present in artifact</td><td>Same rules (+ live when mounted)</td></tr>
+        <tr><td>Demo artifact</td><td>Yes</td><td>Yes</td><td>Yes</td></tr>
+        <tr><td>Live fetch</td><td>No</td><td>Not on this host yet · auto-unlock when mounted</td><td>Same as Pro</td></tr>
+        <tr><td>Options as actionable</td><td>No</td><td>Only when live chain OK</td><td>Same as Pro</td></tr>
+        <tr><td>Portfolio batch / reports</td><td>No</td><td>No</td><td>Roadmap — not sold as live today</td></tr>
+        <tr><td>Pattern labels</td><td>If present in artifact</td><td>Same rules (+ live when mounted)</td><td>Same as Pro</td></tr>
       </tbody>
     </table>
 
@@ -125,6 +142,10 @@ <h2>FAQ</h2>
         <summary>Is $29/mo worth it before live exists?</summary>
         <p>It’s a supporter price. Anchoring check: one avoided −8% move on a $3k position ≈ eight months of Pro. Live is a promised unlock, not sold as available on this host today.</p>
       </details>
+      <details>
+        <summary>What is Portfolio Pro vs Pro?</summary>
+        <p>Pro ($29/mo) is the standard supporter plan. Portfolio Pro ($99/mo, monthly only) is a higher supporter tier with the same desk access as Pro on this host today. It funds portfolio-scale monitoring and report workflow — those features ship separately and are not sold as available now.</p>
+      </details>
       <details>
         <summary>Does website Pro unlock the iOS app?</summary>
         <p>No. They are independent products. iOS Unlock is Apple In-App Purchase. Website Pro is Stripe. Neither receipt unlocks the other.</p>
@@ -143,6 +164,7 @@ <h2>FAQ</h2>
 
     const params = new URLSearchParams(location.search);
     if (params.get("interval") === "yearly") interval = "yearly";
+    const checkoutPlan = params.get("plan") === "portfolio_pro" ? "portfolio_pro" : "pro";
 
     function showBanner(kind, text) {
       const el = document.getElementById("banner");
@@ -175,10 +197,28 @@ <h2>FAQ</h2>
     function syncCta() {
       const cta = document.getElementById("proCta");
       const hint = document.getElementById("ctaHint");
-      if (String(auth.plan).toLowerCase() === "pro") {
+      const portfolioCta = document.getElementById("portfolioCta");
+      const portfolioHint = document.getElementById("portfolioHint");
+      const userPlan = String(auth.plan).toLowerCase();
+
+      if (userPlan === "portfolio_pro") {
+        setCtaLabel(portfolioCta, "Portfolio Pro active — open desk");
+        portfolioCta.onclick = () => { location.href = "/"; };
+        portfolioHint.textContent = "You already have Portfolio Pro on this account.";
+        setCtaLabel(cta, "Pro included — open desk");
+        cta.onclick = () => { location.href = "/"; };
+        hint.textContent = "Portfolio Pro includes Pro desk access.";
+        return;
+      }
+      if (userPlan === "pro") {
         setCtaLabel(cta, "Pro active — open desk");
         cta.onclick = () => { location.href = "/"; };
         hint.textContent = "You already have Pro on this account.";
+        setCtaLabel(portfolioCta, "Upgrade to Portfolio Pro");
+        portfolioCta.onclick = () => startCheckout("portfolio_pro");
+        portfolioHint.textContent = auth.stripe
+          ? "Upgrade adds portfolio-scale roadmap support. Same desk access until batch features ship."
+          : "Stripe may be unavailable until keys are configured.";
         return;
       }
       if (!auth.authenticated) {
@@ -189,27 +229,44 @@ <h2>FAQ</h2>
         hint.textContent = auth.stripe
           ? "Sign in first, then Stripe Checkout opens."
           : "Sign in first. Stripe may be unavailable until keys are configured.";
+        setCtaLabel(portfolioCta, "Sign in · Portfolio Pro");
+        portfolioCta.onclick = () => {
+          location.href = "/login?next=checkout&plan=portfolio_pro";
+        };
+        portfolioHint.textContent = auth.stripe
+          ? "Sign in first, then Stripe Checkout opens."
+          : "Sign in first. Stripe may be unavailable until keys are configured.";
         return;
       }
       setCtaLabel(cta, interval === "yearly" ? "Checkout · $249/yr" : "Checkout · $29/mo");
-      cta.onclick = () => startCheckout();
+      cta.onclick = () => startCheckout("pro");
       hint.textContent = auth.stripe
         ? "Secure Stripe Checkout. Success returns you to the desk."
         : "Stripe is not configured on this host — CTA will show an honest error.";
+      setCtaLabel(portfolioCta, "Checkout · $99/mo");
+      portfolioCta.onclick = () => startCheckout("portfolio_pro");
+      portfolioHint.textContent = auth.stripe
+        ? "Secure Stripe Checkout. Monthly only."
+        : "Stripe is not configured on this host — CTA will show an honest error.";
     }
 
-    async function startCheckout() {
+    async function startCheckout(plan) {
+      const checkoutPlan = plan === "portfolio_pro" ? "portfolio_pro" : "pro";
       try {
         const r = await fetch("/api/billing/checkout", {
           method: "POST",
           credentials: "same-origin",
           headers: { "content-type": "application/json" },
-          body: JSON.stringify({ interval }),
+          body: JSON.stringify({ interval, plan: checkoutPlan }),
         });
         const j = await r.json();
         if (j.url) { location.href = j.url; return; }
         if (j.error === "login_required") {
-          location.href = "/login?next=checkout&interval=" + encodeURIComponent(interval);
+          if (checkoutPlan === "portfolio_pro") {
+            location.href = "/login?next=checkout&plan=portfolio_pro";
+          } else {
+            location.href = "/login?next=checkout&interval=" + encodeURIComponent(interval);
+          }
           return;
         }
         showBanner("warn", j.error_detail || j.error || "Checkout unavailable");
@@ -230,7 +287,7 @@ <h2>FAQ</h2>
       showBanner("warn", "Checkout canceled. Pick a plan when you are ready.");
     }
     if (params.get("authed") === "1") {
-      showBanner("ok", "Signed in. Choose monthly or yearly, then Checkout.");
+      showBanner("ok", "Signed in. Choose a plan, then Checkout.");
     }
 
     syncIntervalUI();
@@ -239,15 +296,24 @@ <h2>FAQ</h2>
       .then((r) => r.json())
       .then((j) => {
         const note = document.getElementById("proValueNote");
-        if (!note) return;
-        if (j.live_available) {
-          note.textContent =
-            j.pro_value_note ||
-            "Charts engine is mounted on this host — Pro includes live analyze.";
-        } else {
-          note.textContent =
-            j.pro_value_note ||
-            "Supporter plan on this host — paying does not enable live quotes until charts are mounted.";
+        const portfolioNote = document.getElementById("portfolioValueNote");
+        if (note) {
+          if (j.live_available) {
+            note.textContent =
+              j.pro_value_note ||
+              "Charts engine is mounted on this host — Pro includes live analyze.";
+          } else {
+            note.textContent =
+              j.pro_value_note ||
+              "Supporter plan on this host — paying does not enable live quotes until charts are mounted.";
+          }
+        }
+        if (portfolioNote && !j.live_available) {
+          portfolioNote.textContent =
+            "Higher supporter tier — same desk access as Pro on this host today; portfolio monitoring and report workflow ship separately.";
+        } else if (portfolioNote && j.live_available) {
+          portfolioNote.textContent =
+            "Higher supporter tier — same live desk access as Pro today; portfolio batch and report workflow ship separately.";
         }
       })
       .catch(() => {});
@@ -261,7 +327,7 @@ <h2>FAQ</h2>
           stripe: !!j.stripe_checkout,
         };
         syncCta();
-        if (params.get("authed") === "1" && auth.authenticated && auth.stripe) {
+        if (params.get("authed") === "1" && auth.authenticated && auth.stripe && checkoutPlan === "portfolio_pro") {
           /* optional auto-start — keep manual click for clarity */
         }
       })
diff --git a/tests/test_billing.py b/tests/test_billing.py
index 9738059..508e9d0 100644
--- a/tests/test_billing.py
+++ b/tests/test_billing.py
@@ -43,6 +43,21 @@ def test_price_id_for_interval(self) -> None:
             self.assertEqual(stripe_billing.price_id_for_interval("yearly"), "price_y")
             self.assertEqual(stripe_billing.price_id_for_interval(None), "price_m")
 
+    def test_price_id_for_portfolio_pro(self) -> None:
+        with mock.patch.dict(
+            os.environ,
+            {
+                "STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY": "price_pp",
+                "STRIPE_PRICE_ID_MONTHLY": "price_m",
+            },
+            clear=False,
+        ):
+            self.assertEqual(
+                stripe_billing.price_id_for_plan("portfolio_pro", "monthly"),
+                "price_pp",
+            )
+            self.assertEqual(stripe_billing.normalize_checkout_plan("portfolio-pro"), "portfolio_pro")
+
 
 class WebhookSigTests(unittest.TestCase):
     def test_verify_signature(self) -> None:
@@ -127,15 +142,38 @@ def test_webhook_sets_pro(self) -> None:
         self.assertEqual(body.get("action"), "plan_pro")
         self.assertEqual(users_mod.resolve_plan("buyer@test.local"), "pro")
 
-        # status exposes pro when session email matches
-        token = authlib.mint_session(sub="b", email="buyer@test.local", plan="free")
+    def test_webhook_sets_portfolio_pro(self) -> None:
+        users_mod.register_user("portfolio@test.local", "password12", name="Portfolio")
+        self.assertEqual(users_mod.resolve_plan("portfolio@test.local"), "free")
+        event = {
+            "type": "checkout.session.completed",
+            "data": {
+                "object": {
+                    "customer_email": "portfolio@test.local",
+                    "payment_status": "paid",
+                    "status": "complete",
+                    "metadata": {
+                        "email": "portfolio@test.local",
+                        "product": "quantradar_portfolio_pro",
+                        "plan": "portfolio_pro",
+                    },
+                }
+            },
+        }
+        code, body = self._post("/api/billing/webhook", event)
+        self.assertEqual(code, 200, body)
+        self.assertTrue(body.get("ok"), body)
+        self.assertEqual(body.get("action"), "plan_portfolio_pro")
+        self.assertEqual(users_mod.resolve_plan("portfolio@test.local"), "portfolio_pro")
+
+        token = authlib.mint_session(sub="pp", email="portfolio@test.local", plan="free")
         req = urllib.request.Request(
             self._url("/api/auth/status"),
             headers={"Cookie": f"{authlib.COOKIE_NAME}={token}"},
         )
         with urllib.request.urlopen(req, timeout=5) as r:
             status = json.loads(r.read().decode())
-        self.assertEqual(status["user"]["plan"], "pro")
+        self.assertEqual(status["user"]["plan"], "portfolio_pro")
 
     def test_webhook_unpaid_rejected(self) -> None:
         event = {
@@ -160,6 +198,8 @@ def test_billing_status_shape(self) -> None:
         self.assertTrue(body.get("ok"))
         self.assertIn("monthly", body.get("intervals") or [])
         self.assertEqual(body["prices"]["yearly"], "$249")
+        self.assertEqual(body["prices"]["portfolio_pro_monthly"], "$99")
+        self.assertIn("portfolio_pro", body.get("plans") or [])
         self.assertIn(body.get("pro_value"), {"supporter_until_mount", "live_ready"})
         self.assertIn("live_available", body)
         self.assertTrue(body.get("pro_value_note"))
@@ -254,6 +294,46 @@ def fake_urlopen(req, timeout=30):  # noqa: ANN001
         self.assertEqual(body.get("subscription_data[metadata][email]"), ["buyer@test.local"])
         self.assertEqual(body.get("mode"), ["subscription"])
 
+    def test_portfolio_pro_checkout_metadata(self) -> None:
+        captured: dict[str, Any] = {}
+
+        class FakeResp:
+            def __enter__(self):
+                return self
+
+            def __exit__(self, *args):
+                return False
+
+            def read(self) -> bytes:
+                return json.dumps(
+                    {"id": "cs_pp", "url": "https://checkout.stripe.com/pp", "status": "open"}
+                ).encode()
+
+        def fake_urlopen(req, timeout=30):  # noqa: ANN001
+            captured["body"] = req.data.decode() if isinstance(req.data, bytes) else str(req.data)
+            return FakeResp()
+
+        with mock.patch.dict(
+            os.environ,
+            {
+                "QUANTRADAR_STRIPE_SECRET_KEY": "sk_test_x",
+                "STRIPE_PRICE_ID_PORTFOLIO_PRO_MONTHLY": "price_pp",
+                "PUBLIC_BASE_URL": "https://quantradar.one",
+            },
+            clear=False,
+        ):
+            with mock.patch("urllib.request.urlopen", side_effect=fake_urlopen):
+                out = stripe_billing.create_checkout_session(
+                    customer_email="portfolio@test.local",
+                    plan="portfolio_pro",
+                )
+        self.assertEqual(out.get("plan"), "portfolio_pro")
+        body = urllib.parse.parse_qs(captured["body"])
+        self.assertEqual(body.get("line_items[0][price]"), ["price_pp"])
+        self.assertEqual(body.get("metadata[plan]"), ["portfolio_pro"])
+        self.assertEqual(body.get("metadata[product]"), ["quantradar_portfolio_pro"])
+        self.assertEqual(body.get("metadata[interval]"), ["monthly"])
+
 
 if __name__ == "__main__":
     unittest.main()