Para Inversores Básicos
Todo lo que necesitas para empezar a rastrear tu cartera.
Gratis para siempre
ComenzarQué incluye
Para Inversores Casuales
Lleva la gestión de tu cartera al siguiente nivel.
Iniciar Prueba Gratuita Tengo un código promocional
Todo lo de Gratuito, más
Prueba gratuita de 14 días • Cancela en cualquier momento
Para Inversores Activos
Todo ilimitado para la gestión profesional de carteras.
Iniciar Prueba Gratuita Tengo un código promocional
Todo lo de Starter, más
Prueba gratuita de 14 días • Cancela en cualquier momento
Sin límites. Servicio premium.
Todo ilimitado con soporte personal y asistencia dedicada.
Iniciar Prueba Gratuita Tengo un código promocional
Todo lo de Advanced, más
Prueba gratuita de 14 días • Cancela en cualquier momento
Every plan includes the full toolkit — higher tiers unlock more holdings, automation and support.
| Gratuito Gratis para siempre | Starter | Advanced Más Popular | Pro | |
|---|---|---|---|---|
| Portfolio tracking | ||||
| Carteras | 1 | 2 | 15 | ∞ |
| Holdings (stocks, ETFs & funds) | 10 | 25 | ∞ | ∞ |
| Transacciones | 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) | No incluido | No incluido | No incluido | Included |
| Performance history depth | 5y | 15y | 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 |
| Live bond prices, automatically updated | Included | Included | Included | Included |
| Full options module (Greeks, wheel, covered calls, rolling) | No incluido | Included | Included | Included |
| Real estate (mortgage, rental income, cap rate) | No incluido | Included | Included | Included |
| Cripto | 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 | ||||
| Real-time 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 | No incluido | Included | Included | Included |
| Efficient Frontier optimization | No incluido | Included | Included | Included |
| Monte Carlo simulation | No incluido | Included | Included | Included |
| Value at Risk (VaR) & correlation matrix | No incluido | Included | Included | Included |
| Risk metrics (Sharpe, Beta, volatility, alpha) | No incluido | Included | Included | Included |
| Earnings & AI recap emails | No incluido | Included | Included | Included |
| Tax & reporting | ||||
| Capital gains reports (FIFO, LIFO, avg, specific ID) | 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 |
| Packs oficiales de declaración (PIT-38, más países en camino) | No incluido | Included | Included | Included |
| Export to CSV, PDF & Excel | Included | Included | Included | Included |
| Integrations & import | ||||
| Link your brokerage (40+ brokers) | No incluido | Included | Included | Included |
| Import any broker CSV (auto-detected) | Included | Included | Included | Included |
| One-click auto-import | Included | Included | Included | Included |
| Puesta a punto de todo tu histórico, con tu gestor de cuenta | No incluido | No incluido | No incluido | Included |
| Rebalancing tool | Basic | Full | Full | Full |
| Alerts, sharing & community | ||||
| Price alerts | Included | Included | Included | Included |
| Emails de resumen semanal | No incluido | 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 | No incluido | No incluido | Included | Included |
| Custom feature requests | No incluido | No incluido | Included | Included |
| Personal onboarding & account manager | No incluido | No incluido | No incluido | Included |
| Early access to new features | No incluido | No incluido | No incluido | Included |
| Start free | Start free trial | Start free trial | Start free trial | |
14-day free trial · Cancel anytime · 14-day money-back guarantee
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Todo lo que necesitas saber sobre nuestros planes