Simple pricing

Start free. Upgrade to Pro when you want research, AI and the API. Cancel anytime and keep all of your data.

Free

For getting started

$0forever

Track your portfolios with the essentials.

  • Up to 2 portfolios
  • Holdings, transactions and performance
  • Imports from popular brokers
  • Markets, news and your dashboard
  • Watchlists, goals and document vault

Pro

For active investors

Most popular
$14.99/ month

Everything in Free, plus research, AI and automation.

  • Unlimited portfolios
  • Weekly Market Pulse insights
  • Full AI insights and regeneration
  • Research tools and screener
  • Investing calendar
  • Bring your own AI key
  • Full developer API

Prices in US dollars (USD). Taxes may apply at checkout.

Compare plans

Compare plans
FeatureFreePro
Portfolios2Unlimited
Holdings, transactions and performance
Imports from your broker
Markets, news and dashboard
Watchlists and alerts
Goals and document vault
Sharing and privacy mode
AI portfolio summariesWeeklyDaily, weekly or monthly
Regenerate AI summaries
Your own AI key
Weekly Market Pulse
Research and screener
Investing calendar
Developer API

Billing questions

Something else? Contact us.