$0forever
For exploring two portfolios and the core analysis.
- 2 analyses each month
- 2 portfolio workspaces, including archived
- Up to 10 holdings
- Core risk and allocation report
- Sample portfolio
Choose the room your portfolio needs.
Start with two portfolios, then upgrade for more workspaces, deeper analysis and regular reviews.
$5.99/ month
For investors reviewing several portfolios regularly.
- 15 analyses each month
- 10 portfolio workspaces, including archived
- CSV and Excel imports
- Full risk and scenario report
- PDF exports
- Email support
$19.99/ month
For active investors running deeper, frequent analysis.
- 100 analyses each month
- 50 portfolio workspaces, including archived
- Multiple portfolio workflows
- Advanced projections and targets
- Priority support
- Early access to comparisons
Payments are processed securely by Stripe. Cancel paid plans through the billing portal at any time.