Pricing & Plans
128+ features across three tiers. Every tier reads from the same transaction ledger — stocks, ETFs, options, bonds, crypto and cash across accounts, entities and 11 currencies — and every tier imports from 12 brokerage CSV formats. Paid tiers add AI research, dividend intelligence, and the United States and Canadian tax reference suite.
Free to start — no credit card required. Every new account includes a 14-day Pro trial.
Experience every feature before you choose a plan. Free tier always available.
Plus applicable taxes
Free
$0
Free forever
- Dashboard, Holdings & Transactions
- 25 transactions (lifetime total)
- 1 portfolio
- CSV import
- Basic portfolio tracking
- No AI features
- No analytics or export
Standard
$9.99/mo
- 500 transactions/year
- 5 portfolios
- AI Chat & Insights
- Dividends & DRIP
- Tax reports
Pro
$24.99/mo
- Unlimited transactions
- Unlimited portfolios
- AI Search + Voice
- Backtesting & Screening
- All tax & planning tools
Not sure which plan?
- Free — Tracking a handful of stocks and learning the ropes. Enter buys/sells, see cost basis, and watch performance.
- Standard — Adds dividends, watchlists, alerts, and deeper performance charts. Good once your portfolio has a mix of stocks and ETFs.
- Pro — Adds AI research, year-end tax tooling, backtesting, options and fixed-income analytics, ETF overlap, and advanced screening.
Hover any underlined term in the table below for a plain-English definition.
Feature Comparison
| Feature | Free | Standard | Pro |
|---|---|---|---|
| Track Your StocksPortfolio tracking, Holdings, Transactions | |||
| Core Pages (Dashboard, Holdings, Transactions) | |||
| Portfolio Tracking | |||
| CSV Import | |||
| Dividend Tracking & DRIP | |||
| Watchlists | |||
| Understand PerformanceCharts, Benchmarks, History, Analytics | |||
| Performance Analytics | |||
| Reports & Tax Export | |||
| VAR, Stress Testing, Efficient Frontier | |||
| ESG, Insider Activity, Short Interest | |||
| Tax Preparation AidsTax Lot Viewer, Capital Gains Estimates, Tax-Loss Candidates | |||
| Tax Lot Viewer & What-If Scenarios | |||
| Retirement Projection Tools (RRSP/RESP) | |||
| Stay InformedAlerts, Watchlist, News, Notifications | |||
| News & Calendar | |||
| Collaboration & Shared Portfolios | |||
| Power ToolsBacktesting, Screener, AI Features, Automation | |||
| AI Chat & Insights | |||
| Stock Screener | |||
| Backtesting | |||
| Automation & Scheduled Reports | |||
| AI Search (Google grounding) | |||
| AI Voice Assistant | |||
Refund Policy
Monthly Plans
Full refund within 7 days of initial subscription. After 7 days, cancel takes effect at period end.
Annual Plans
Full refund within 30 days minus usage. After 30 days, cancel takes effect at period end.
14-day free trial requires no payment. Billing errors and duplicate charges are refunded immediately. View full Terms of Service