Plans & Pricing

Start free. Upgrade as your portfolio grows.

 
Free
Get started with AI-powered portfolio insights at no cost.
0/ mo
 
Get started free
  • AI chat (5 queries / day)
  • Guest portfolio analysis
  • 3 calculator charts
  • Saved portfolios
  • Chat history
  • Real-time prices
  • Portfolio rebalancing
  • Dividend analysis
 
Basis
Full AI access with saved portfolios and real-time market data.
10/ mo
 

  • Unlimited AI chat
  • Saved portfolios (up to 3)
  • All 9 calculator charts
  • Chat history
  • Real-time prices
  • Portfolio rebalancing
  • Dividend analysis
  • Unlimited portfolios
 
Pro
For advisors and power users who need it all.
100/ mo
 

  • Everything in Plus
  • Unlimited portfolios
  • Dedicated support
  • SLA guarantee
  • API access SOON
  • Team members SOON
  • White-label option SOON
  • Custom integrations SOON

Questions?

Email us at [email protected] — we're happy to help.