Simple, Transparent Pricing
Start with a 7-day free trial. Cancel anytime.
Billed monthly
7-day free trial included
- Connect 1 investment account
- Core risk analytics
- Real-time portfolio sync
- Basic performance insights
- Standard alerts
- Email support
Billed annually
7-day free trial included
- Connect up to 2 investment accounts
- Advanced risk analytics suite
- AI-powered deep insights
- Customizable alerts & notifications
- Comprehensive performance reports
- Priority email support
Billed annually
7-day free trial included
- Connect up to 5 investment accounts
- Complete analytics suite
- Advanced AI insights & predictions
- Real-time risk monitoring
- Executive-level reports
- Priority support & guidance
Frequently Asked Questions
How does the free trial work?
You get 7 days of full access to all features. You'll need to add a payment method to start the trial, but you won't be charged until the trial ends. Cancel anytime before the trial ends and you won't be charged.
Can I cancel anytime?
Yes! You can cancel your subscription at any time. You'll continue to have access until the end of your current billing period.
Is my data secure?
Absolutely. We use SnapTrade for brokerage connections, which is bank-level encrypted. We only have read-only access to your portfolio data - we can never make trades on your behalf.
What brokerages do you support?
We support most major US brokerages including Fidelity, Charles Schwab, TD Ameritrade, E*TRADE, Robinhood, Interactive Brokers, and many more through our SnapTrade integration.
What happens to my data if I cancel?
Your data is retained for 30 days after cancellation. If you resubscribe within that period, all your historical data will still be there. After 30 days, your data is permanently deleted.
Ready to optimize your portfolio?
Start your 7-day free trial today. Cancel anytime.
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