/ Pricing

Clear limits. Monthly pricing. Trial terms up front.

Start with a 14-day beginner-spine trial (connect, Holdings, auto-sync, Today, Advice). Afterward stay on Free with a read-only holdings snapshot, or upgrade to Starter/Pro for live sync. Paid plans are billed monthly.

14-day trialAuto-sync in trialNo card to startMonthly billing

/ Plans

One portfolio desk. Three workspace sizes.

Free

Try the beginner spine, then keep a read-only holdings snapshot.

3 tabs and 10 cards per tab
Read-only last holdings snapshot after trial (upgrade to resume sync)
Reconnect brokerage only after upgrading to Starter or Pro
Public SEC Filings and Congress Trades feeds
Learn hub: first 3 beginner lessons
14-day trial of connect, Holdings, Today, Advice and auto-sync

Start product trial

Starter

$5/month

The real beginner product: live sync, Today, and Advice.

10 tabs and 50 cards per tab
Live brokerage sync and Holdings
Today and Advice (personal AI Insights)
Full beginner Learn track
Alerts, notifications and Options Calendar
Public portfolio sharing

Start product trial

Pro

$10/month

Unlimited workspace plus the full research desk.

Unlimited tabs and cards per tab
Everything in Starter
Advanced Learn modules
Market Screens, Options Chain and Options Analysis
Portfolio P/L Analysis and Portfolio Analytics

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Trial access

14-day trial, no card required

The trial keeps Free workspace limits (3 tabs and 10 cards per tab) while unlocking the beginner spine: connect brokerage, Holdings, Today, Advice and automatic brokerage sync.

Options Analysis, Options Chain, Portfolio P/L, Market Screens, public sharing, email notifications and AI Memory stay paid-only. After trial, Free keeps a read-only holdings snapshot — reconnect and live sync resume after upgrading. Usage limits apply during the trial, including a cap of 3 non-portfolio Stock Profile symbols per day; other feature-specific limits also apply.

Explore the sample-data demo