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

Start Free

Pro

For active investors and advisors
$24/month
  • 3 portfolios
  • Up to 50 tickers per portfolio
  • PDF export

Upgrade to Pro

Premium

For managing multiple portfolios at scale
$59/month
  • Unlimited portfolios
  • Up to 50 tickers per portfolio
  • PDF export

Upgrade to Premium

Billing is in test mode for now.