Pricing
Straightforward plans for smarter portfolio insights
Choose the tools that match the way you invest. Start with the essentials and upgrade when you need a deeper view.
Monthly
Yearly
Save 20% with annual billing
Starter
For individuals building a clearer view of their investments.
$19
/ month
Includes:
Connect up to 5 supported accounts
Portfolio overview and performance tracking
Essential AI summaries
Basic market and portfolio alerts
Standard email support
Pro
Most Popular
For active investors who want deeper analysis.
$39
/ month
Includes:
Unlimited supported account connections
Advanced AI-assisted insights
Portfolio risk overview
Custom alerts and watchlists
Historical performance analytics
Priority email support
Team
For advisors and organizations with broader needs.
Custom
pricing
Includes:
Team workspace options
Portfolio and reporting workflows
Custom onboarding discussion
Organization-level support
Integration requirements review
Prices are shown in USD and exclude applicable taxes. Billing, trial terms, cancellation policy, and usage limits are confirmed at checkout.
Included in Every Plan
A clear foundation
Whichever plan you choose, these essentials come standard.
A structured portfolio workspace
Transparent product and plan information
Access to help and support resources
Security and privacy information
Customer Stories
A clearer experience, according to our users
Investors and advisors share what changed after bringing their portfolio into one workspace.
“The overview helps me stay organized and understand what changed.”
Casey Morgan
Investor
“It gives our team a common starting point for portfolio reviews.”
Alex Rivera
Advisor
“Pro gave our small team the risk context we were missing, without another spreadsheet to maintain.”
Nadia Hassan
Finance Lead
Pricing FAQs
