Key Features and Pricing

All Plans Include:

Portfolio Monitoring Alerts

Intraday Valuations Rebalancing Calculator Analytics

Portfolio Monitoring

Alerts

Intraday Valuations

Rebalancing Calculator

Analytics


Basic

$49.99
Annually

Up to 2 portfolios, 3 holdings per portfolio.

Standard

$94.99
Annually

Up to 5 portfolios, 6 holdings per portfolio.

Premium

$169.99
Annually

Up to 8 portfolios, 12 holdings per portfolio.


90 Day Risk Free Guarantee

We are so confident that our service will make your portfolio management easier, that we guarantee it by refunding your subscription 100% within the first 90 days. So, if you are not completely satisfied, simply let us know and we will issue you an immediate, no-hassle refund.