Does HCC StockWatcher have a free trial?

Yes. All new accounts start with a free 14-day Pro trial with full access to every feature. No credit card is required. After the trial, you can continue on the free tier or choose a paid plan.

What is the refund policy for monthly plans?

Monthly plans offer a full refund within 7 days of the initial subscription. After 7 days, cancellation takes effect at the end of the current billing period.

What is the refund policy for annual plans?

Annual plans offer a full refund within 30 days minus usage. After 30 days, cancellation takes effect at the end of the current billing period.

StockWatcher.BY HCC

Explore plans

Pricing & Plans

Start with the essentials. Add deeper insights when you need them.

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

Free forever

Dashboard, Holdings & Transactions
25 transactions (lifetime total)
1 portfolio
CSV import
Basic portfolio tracking
No AI features
No analytics or export

Popular

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