Pricing

Transparent Pricing For Every Investor

The insights you need to take control of your financial future.

2 months free

Starter

Get started with all the essential portfolio management tools for free.

$0/ month

Start free

  • Advanced Analytics
  • Unlimited Portfolios
  • Family and Advisor Sharing
  • Manual Transactions
  • Up to 3Y of Data

Premium

Most popular

Connect your accounts, automate tracking, and get deeper insights.

$15/ monthBilled annually

Start free trial

10-day free trial

Professional

For power users who want the full picture and priority support.

$30/ monthBilled annually

Start free trial

10-day free trial

  • All Premium Features
  • AI-Powered Insights (Coming soon)
  • Advanced Reporting (Coming soon)
  • Concierge Support
  • Up to 10Y of Data