All Plans Include:
Portfolio Monitoring ☆ Alerts
Intraday Valuations ☆ Rebalancing Calculator ☆ Analytics
Portfolio Monitoring
Alerts
Intraday Valuations
Rebalancing Calculator
Analytics
Up to 2 portfolios, 3 holdings per portfolio.
Up to 5 portfolios, 6 holdings per portfolio.
Up to 8 portfolios, 12 holdings per portfolio.
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.