Pricing
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” ― Phillip Fisher
Be our guest for 30 days...
Join our free trial with unlimited access now!
Setup time -incl. the sync of your brokerage account- can be as quick as 5 minutes.
Sign-up anonymously. No email and no credit card requested.
Setup time -incl. the sync of your brokerage account- can be as quick as 5 minutes.
Sign-up anonymously. No email and no credit card requested.
...then keep the LITE plan for free
...or subscribe for more features!
Every subscription plan offers access to the specific set of features described below.
Custom plans are available on demand. Contact us to discuss your specific needs.
Custom plans are available on demand. Contact us to discuss your specific needs.
Demo account
No sign up required
No sign up required
Your account
No credit card required
No credit card required
LITE
Free
250 transactions per portfolio
1 portfolio
1 account linked to a financial institution
Portfolio composition analytics
Basic performance & risk analytics
Mutlimedia investment notes
ACTIVE
$25 /month*
2,500 transactions per portfolio
5 portfolios
Unlimited accounts linked
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia investment notes
Custom asset categorization
Standard PDF reports
PRO
$125 /month*
25,000 transactions per portfolio
50 portfolios
Unlimited accounts linked
Portfolio composition analytics
Advanced performance & risk analytics
Mutlimedia investment notes
Custom asset categorization
Custom PDF reports
Custom price source management
Training session
* Prices in US dollar when paid annually