Plans that scale with you

Connect your brokerage, track your portfolio in real time, and get AI-powered insights — all in one platform.

Monthly

Yearly

20% OFF

Free

$0

/month

Perfect for new investors learning the basics and exploring AI-powered insights.

Start Free

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

$69

/month

For active investors building wealth with confidence through AI guidance.

Start 14-day trial

Everything in Free, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

$299

/month

Premium tools and expert guidance for serious investors.

Request demo

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Monthly

Yearly

20% OFF

Free

$0

/month

Perfect for new investors learning the basics and exploring AI-powered insights.

Start Free

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

$69

/month

For active investors building wealth with confidence through AI guidance.

Start 14-day trial

Everything in Free, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

$299

/month

Premium tools and expert guidance for serious investors.

Request demo

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Monthly

Yearly

20% OFF

Free

$0

/month

Perfect for new investors learning the basics and exploring AI-powered insights.

Start Free

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

$69

/month

For active investors building wealth with confidence through AI guidance.

Start 14-day trial

Everything in Free, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

$299

/month

Premium tools and expert guidance for serious investors.

Request demo

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Trusted by investors at leading institutions

Compare Plans

Free

Start Free

Pro

Start 14-day trial

Business

Request demo

CORE FEATURES

Connected accounts

1 brokerage

Unlimited

Portfolio value limit

Up to $50,000

Unlimited

AI conversations (Orion)

10 queries/week

Unlimited

Real-time sync

Daily

Every 15 min

Real-time

Portfolio analysis

Basic monthly

Advanced monthly

Custom on-demand

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Mobile app access

Data export

CSV

CSV + JSON + Excel

INTELLIGENCE & INSIGHTS

Investment recommendations

Generic

Personalized

CFA-validated

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Basic

Detailed breakdown

Advanced modeling

Tax-loss harvesting

AI identifies opportunities to sell losing positions and offset capital gains. Advanced features include wash sale avoidance, holding period optimization, and tax bracket considerations.

Rebalancing suggestions

Market intelligence

Daily briefs

Real-time alerts

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

3 scenarios

Unlimited

Stress testing

3 scenarios

Unlimited

Options analytics

Custom AI training

ALERTS & SUPPORT

Price alerts

Unlimited

Allocation drift alerts

5% threshold

Custom thresholds

Volatility alerts

Create custom triggers based on portfolio beta, individual stock volatility, sector movements, or VIX levels. Get notified the moment significant risk changes occur.

Major events

Real-time custom

Tax opportunity alerts

Projections

Alert channels

Email + push

Email + push + SMS

Email support

Forum only

Priority (24hr)

Live chat

Business hours

24/7

Phone support

Dedicated line

CFA consultation

Four scheduled video calls per year with a Chartered Financial Analyst. Discuss your portfolio strategy, review performance, and get professional guidance on complex financial decisions.

Quaerterly (4/year)

API access

REST API

Product Roadmap

Q1 2025

Portfolio Sync Engine

Connect unlimited brokerages with real-time data sync and a unified portfolio dashboard.

Q2 2025

AI Market Briefings

Daily AI-generated analysis of your portfolio’s performance and broader market movements.

Q3 2025

Smart Rebalancing

Automated recommendations that keep your portfolio aligned with your target allocations and goals.

Q4 2025

Multi-Asset Expansion

Full support for crypto, options, fixed income, and international equities in a single view.

Q1 2026

CFA Advisor Integration

Validate AI suggestions with certified financial advisors available directly inside the platform.

Q2 2026

Social Strategies

Share portfolios and discover strategies used by top-performing investors in the community.

Frequently Asked Questions

How does the free tier work?

Can I upgrade or downgrade at any time?

What payment methods do you accept?

Is there a free trial for Pro or Business?

How does annual billing save me money?

Do you offer refunds?