Simple, Transparent Pricing

Professional portfolio analytics trusted by individual investors and RIAs. Choose the plan that fits your investment journey.

Monthly

$29.99/month

Perfect for getting started with professional analytics

  • Up to 10 portfolios
  • Real-time market data
  • AI-powered insights
  • Advanced charting tools
  • Stock screener access
  • Daily market briefings
  • Email support
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Annual

$249/year

Best value for committed investors

  • Everything in Monthly
  • Up to 10 portfolios
  • Priority AI processing
  • Advanced attribution analysis
  • Factor analysis tools
  • Risk analytics suite
  • Priority email support
  • 2 months free

Lifetime

$999one-time

Pay once, access forever

  • Everything in Annual
  • Lifetime access
  • All future updates
  • Unlimited portfolios
  • Early access to new features
  • Direct support channel
  • No recurring charges
  • Lock in current pricing

Frequently Asked Questions

Can I cancel anytime?

Yes! Monthly and annual subscriptions can be canceled at any time. You'll retain access until the end of your billing period.

What payment methods do you accept?

We accept all major credit cards, debit cards, and select digital wallets through our secure Stripe payment system.

Is there a free trial?

New users get a 7-day trial with access to core features. No credit card required to start your trial.

What's included in lifetime access?

Lifetime members get permanent access to all current and future features, with no recurring charges ever.

Trusted by individual investors and RIA advisors nationwide.
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