Pricing
Simple pricing based on portfolio capacity and reporting
All plans use the same core analytics engine. Paid plans expand portfolio capacity and PDF reporting.
Current Plan: Free
Current Plan
Free
For evaluating the workflow
$0
- 1 portfolio
- Up to 25 tickers
- No PDF export
Pro
For active investors and advisors
$79/month
- 3 portfolios
- Up to 50 tickers per portfolio
- PDF export
Premium
For managing multiple portfolios at scale
$99/month
- Unlimited portfolios
- Up to 50 tickers per portfolio
- PDF export
Billing is secure and managed through Stripe.