Simple, transparent pricing

Start free, upgrade when you're ready. No hidden fees.

Available worldwide
Monthly
Annual Save 40%

Free

For Simple Investors

Everything you need to get started with portfolio tracking.

Free

Forever free

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What's included

  • 10 Holdings
  • 5 Bonds & Cash
  • 5 Watchlist items
  • 1 Portfolio
  • Basic Rebalancing
  • Cash Account
  • Custom Assets
  • 5y Performance Tracking
  • AI Assistant
  • Email Support

Starter

For Casual Investors

Take your portfolio management to the next level.

/mo

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Everything in Free, plus

  • 25 Holdings
  • 20 Bonds & Cash
  • Real Estate Tracking
  • Options Tracking
  • 5 Watchlist items
  • 2 Portfolios
  • Advanced Rebalancing
  • Earnings recap emails
  • Benchmarking
  • Advanced Analytics
  • Brokerage sync
  • 15y Performance Tracking
  • Weekly summary emails

14-day free trial • Cancel anytime

Pro

No Limits. Premium Service.

Unlimited everything with personal support and dedicated assistance.

/mo

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Everything in Advanced, plus

  • Unlimited Everything
  • Unlimited Portfolios
  • Personal setup assistance
  • Dedicated support
  • Personal account manager
  • Request personalized features
  • Early Access to Features

Questions? Talk to our team →

14-day free trial • Cancel anytime

Managing client portfolios or need a team setup? Talk to us →

14-Day Money-Back Guarantee

Not satisfied? Get a full refund within 14 days. No questions asked, no hassle.

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Frequently asked questions

Everything you need to know about our plans

Can I try before I pay?
Yes! All paid plans include a 14-day free trial. You won't be charged until the trial ends, and you can cancel anytime. Plus, we offer a 14-day money-back guarantee even after your trial.
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express) through Stripe, our secure payment processor. Apple Pay and Google Pay are also supported in most regions.
Can I cancel my subscription?
Absolutely. Cancel anytime from your account settings—no cancellation fees, no questions asked. You'll keep access until the end of your billing period.
Can I switch between plans?
Yes! Upgrade or downgrade anytime. Upgrades take effect immediately with prorated billing. Downgrades apply at your next billing cycle.
Is my financial data secure?
Security is our top priority. We use bank-level 256-bit SSL encryption, never store brokerage credentials, and use read-only connections. Your data is never sold or shared.
What if I hit my holding limit?
You'll get a friendly notification with the option to upgrade. Your existing data stays safe—you just won't be able to add new holdings until you upgrade or remove some.
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