Simple, honest pricing
Plans that grow with your portfolio
Start free — no credit card required. Upgrade any time for more portfolios, more securities per optimization, crypto & real estate tracking, and priority processing.
Free
$0/month
Free forever
- Portfolio tracking & rebalancing
- Tax-aware lot optimization
- 1 portfolio
- Up to 3 securities per calculation
- Cryptocurrency tracking
- Real estate accounts (beta)
- Priority suggestion processing
- Ad-free experience
Most Popular
Plus
$10/month
or $8/mo billed annually
- Portfolio tracking & rebalancing
- Tax-aware lot optimization
- Up to 3 portfolios
- Up to 10 securities per calculation
- Cryptocurrency tracking
- Real estate accounts (beta)
- Priority suggestion processing
- Ad-free experience
Pro
$25/month
or $20/mo billed annually
- Portfolio tracking & rebalancing
- Tax-aware lot optimization
- Up to 6 portfolios
- Up to 30 securities per calculation
- Cryptocurrency tracking
- Real estate accounts (beta)
- Priority suggestion processing
- Ad-free experience
Prices in USD. Upgrade, downgrade, or cancel any time from your dashboard. You can start on the Free plan and upgrade later — no card needed to sign up.
Compare plans
| Feature | Free | Plus | Pro |
|---|---|---|---|
| Monthly price | $0/mo | $10/mo | $25/mo |
| Portfolios | 1 | 3 | 6 |
| Securities per calculation | 3 | 10 | 30 |
| Portfolio tracking & rebalancing | Included | Included | Included |
| Tax-aware lot optimization | Included | Included | Included |
| Cryptocurrency tracking | Not included | Included | Included |
| Real estate accounts (beta) | Not included | Included | Included |
| Priority suggestion processing | Not included | Included | Included |
| Ad-free experience | Not included | Included | Included |
Get your portfolio's second opinion
Mean-variance optimization, tax-aware lot management, and Monte Carlo simulations — free to start. See what to buy and sell before you trade.
Create your free account