Simple, Transparent Pricing
Start with a 7-day free trial. Cancel anytime.
7-day free trial included
- Connect unlimited brokerage accounts
- Real-time portfolio sync
- AI-powered performance analysis
- Risk alerts & notifications
- Max drawdown tracking
- Concentration monitoring
- Sharpe ratio calculation
- Benchmark comparison (S&P 500)
- Shareable reports
- Email notifications
- Priority support
That's just $10/month
7-day free trial included
- Connect unlimited brokerage accounts
- Real-time portfolio sync
- AI-powered performance analysis
- Risk alerts & notifications
- Max drawdown tracking
- Concentration monitoring
- Sharpe ratio calculation
- Benchmark comparison (S&P 500)
- Shareable reports
- Email notifications
- Priority support
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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