Simple, Transparent Pricing
Currently in beta - all features are free during our launch phase!
Simple, Transparent Pricing
Start free, upgrade when you need more. No hidden fees.
Lock in today's price - it increases as our community grows.
Everything you need to track your portfolio performance
- Unlimited portfolios
- Unlimited holdings
- Simple return, TWR, MWR performance
- Benchmark comparison (SPY, QQQ, IWM)
- Export to CSV/PDF
- Position and Asset allocation
- Sector and Industry distribution
- Geographic Breakdown
- 15-min delayed market prices
- Chat support
Deep insights with fundamentals, AI news, and ownership data
- Realtime market prices
- Complete fundamentals (100+ metrics)
- Investor Calendar
- Analysts estimates (up to 3Y+)
- Investor Relations with AI summaries (10 tickers/month)
- Ownership data (13F, insider trades)
- Congressional trading data
- Custom projections
- Advanced comparison tools
- AI powered News Dashboard (5 tickers)
- Custom benchmarks
- Stock dividends breakdown
- Broker API Sync
Maximum AI power with unlimited summaries and analysis
- Everything in Premium, plus:
- AI Powered News Dashboard (20 tickers)
- Unlimited IR Transcripts summaries
- AI Stock Daily Summary
- AI powered stock peer analysis
- Early access to new features
- Priority chat support
Compare All Features
| Feature | Basic | Premium | Ultimate |
|---|---|---|---|
| Portfolios | Unlimited | Unlimited | Unlimited |
| Holdings | Unlimited | Unlimited | Unlimited |
| Performance metrics (TWR, MWR) | |||
| Benchmark comparison (SPY, QQQ, IWM) | |||
| Custom benchmarks | |||
| Export (CSV/PDF) | |||
| Position & Asset allocation | |||
| Sector & Industry distribution | |||
| Geographic breakdown | |||
| Market prices | 15-min delay | Realtime | Realtime |
| Complete fundamentals (100+ metrics) | |||
| Investor Calendar | |||
| Analysts estimates (3Y+) | |||
| IR with AI summaries | 10/month | Unlimited | |
| Ownership data (13F, insiders) | |||
| Congressional trading data | |||
| Custom projections | |||
| Advanced comparison tools | |||
| AI News Dashboard | 5 tickers | 20 tickers | |
| Stock dividends breakdown | |||
| Broker API Sync | |||
| AI Stock Daily Summary | |||
| AI peer analysis | |||
| Early access to new features | |||
| Support | Chat | Chat | Priority chat |
Frequently Asked Questions
Yes! Our Basic plan is completely free forever with unlimited portfolios, unlimited holdings, performance metrics (TWR, MWR), benchmark comparisons, and export to CSV/PDF. No credit card required.
Absolutely. You can upgrade, downgrade, or cancel your subscription at any time. If you cancel, you'll retain access until the end of your billing period, then your account will revert to the free Basic plan.
We accept all major credit cards (Visa, MasterCard, American Express) and PayPal. For Enterprise customers, we also offer invoicing with NET-30 terms.
Yes. We use bank-level encryption (AES-256) for all data at rest and in transit. We never store your brokerage credentials - we only read transaction data through secure, read-only API connections.
During beta, all users get free access to Premium features. When we launch, you'll have the option to choose your plan. Early adopters may receive special pricing as a thank you for your support.
We offer a 14-day money-back guarantee for all paid plans. If you're not satisfied within the first 14 days, contact us for a full refund - no questions asked.
Need custom solutions for your team? Contact us