For Simple Investors
Everything you need to get started with portfolio tracking.
Forever free
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For Casual Investors
Take your portfolio management to the next level.
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Everything in Free, plus
14-day free trial • Cancel anytime
For Active Investors
Unlimited holdings for serious portfolio management.
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Everything in Starter, plus
14-day free trial • Cancel anytime
Premium Service.
Unlimited holdings with personal support and dedicated assistance.
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Everything in Advanced, plus
14-day free trial • Cancel anytime
Every plan includes the tracker, the tax report and the assistant. Higher tiers unlock more holdings, analytics, broker sync and support.
| Free Forever free | Starter | Advanced Most Popular | Pro | |
|---|---|---|---|---|
| Portfolio tracking | ||||
| Portfolios | 1 | 2 | 15 | ∞ |
| Holdings (stocks, ETFs & funds) | 10 | 25 | ∞ | ∞ |
| Transactions | 2,500 | ∞ | ∞ | ∞ |
| Bonds & fixed income | 5 | 20 | ∞ | ∞ |
| Watchlist items | 5 | 20 | ∞ | ∞ |
| Cash accounts | Included | Included | Included | Included |
| Custom assets with your own price history | Included | Included | Included | Included |
| Combined multi-portfolio analytics | Included | Included | Included | Included |
| Advisor / household console (drift, reviews, client notes) | Not included | Not included | Not included | Included |
| Performance history depth | 5y | 10y | 30y+ | 30y+ |
| Every asset class | ||||
| Stocks, ETFs & funds | Included | Included | Included | Included |
| Bonds — YTM, duration, convexity & accrued interest | Included | Included | Included | Included |
| Theoretical pricing for any bond (yield curves) | Included | Included | Included | Included |
| Bond prices, automatically updated | Included | Included | Included | Included |
| Full options module (Greeks, wheel, covered calls, rolling) | Included | Included | Included | Included |
| Real estate (mortgage, rental income, cap rate) | Included | Included | Included | Included |
| Crypto | Included | Included | Included | Included |
| Multi-currency, 80+ exchanges | Included | Included | Included | Included |
| Automated dividend tracking | ||||
| Automatic dividend tracking | Included | Included | Included | Included |
| Dividend calendar & received payouts | Included | Included | Included | Included |
| Dividend yield & yield on cost | Included | Included | Included | Included |
| Custom withholding tax by country | Included | Included | Included | Included |
| Projected dividend income | Included | Included | Included | Included |
| Performance & analytics | ||||
| P&L, returns & CAGR | Included | Included | Included | Included |
| Time- & money-weighted returns (TWR, IRR) | Included | Included | Included | Included |
| Diversification by sector, class & region | Included | Included | Included | Included |
| AI portfolio assistant | Included | Included | Included | Included |
| Benchmarking against indices & assets | Not included | Included | Included | Included |
| Efficient Frontier optimization | Not included | Included | Included | Included |
| Monte Carlo simulation | Not included | Included | Included | Included |
| Value at Risk (VaR) & correlation matrix | Not included | Included | Included | Included |
| Risk metrics (Sharpe, Beta, volatility, alpha) | Not included | Included | Included | Included |
| Earnings & AI recap emails | Not included | Included | Included | Included |
| Tax & reporting | ||||
| Capital gains reports (FIFO, LIFO, HIFO, average cost) | Included | Included | Included | Included |
| 12+ tax jurisdictions | Included | Included | Included | Included |
| Wash-sale detection | Included | Included | Included | Included |
| Dividend tax reports | Included | Included | Included | Included |
| Official filing packs by country (Form 8949, SA108, PIT-38 and more) | Not included | Included | Included | Included |
| Export to CSV, PDF & Excel | Included | Included | Included | Included |
| Integrations & import | ||||
| Link your brokerage (30+ brokers) | Not included | Included | Included | Included |
| Import any broker CSV (auto-detected) | Included | Included | Included | Included |
| One-click auto-import | Included | Included | Included | Included |
| Full history setup, handled with your account manager | Not included | Not included | Not included | Included |
| Rebalancing tool | Basic | Full | Full | Full |
| Alerts, sharing & community | ||||
| Price alerts | Included | Included | Included | Included |
| Weekly summary emails | Included | Included | Included | Included |
| Share your portfolio publicly | Included | Included | Included | Included |
| View public portfolios of other investors | Included | Included | Included | Included |
| Achievements & Year Wrapped | Included | Included | Included | Included |
| Support & onboarding | ||||
| Email support | Included | Included | Included | Included |
| Priority support | Not included | Not included | Included | Included |
| Custom feature requests | Not included | Not included | Included | Included |
| Personal onboarding & account manager | Not included | Not included | Not included | Included |
| Early access to new features | Not included | Not included | Not included | Included |
| Start free | Start free trial | Start free trial | Start free trial | |
14-day free trial · Cancel anytime · 14-day money-back guarantee
Not satisfied? Get a full refund within 14 days. No questions asked, no hassle.
Everything you need to know about our plans