Complete portfolio intelligence. Simple pricing.
25 analyses. One comprehensive platform. Choose the plan that fits you.
Free
See what you own, on your own portfolio.
- Overview and sector exposure
- The five-tab tour on the demo
- Your holdings saved for next time
- Your file is not uploaded
- No credit card, no commitment
Your name, email and a password.
Personal
All 25 analyses for one household.
- Fund look-through and exposure
- Overlap, concentration, correlation
- Stress tests, fees and benchmarks
- Retirement, college, Roth, tax-loss
- Monte Carlo, goals and projections
- A written summary and the full PDF
One household includes a couple.
Professional
Everything in Personal, for each client’s household.
- Everything in Personal, per client
- Up to 500 clients, no per-client fee
- Separate portfolios, plans, assets
- A switcher to move between clients
- A report and PDF per client, named
- One login per seat, one seat each
One seat, with no per-client charge.
Firm
Everything in Professional, shaped around your practice.
- Everything in Professional
- Multiple advisers, separate logins
- Centralised billing and accounts
- Custom onboarding and reporting
- Priority support and practice setup
- Flexible plans to fit your firm
We reply by email, usually same day.
Personal and Professional are billed once a year — $59.88 and $1,188 per seat. There is no monthly plan. Renewal, cancellation and refunds are set out in section 3 of the Terms of Service.
Five of the twenty-five tabs open without an account, on the demo portfolio; reading your own statement needs one. Your brokerage file is read in your browser and is not uploaded; the parsed holdings are stored so your report is there when you come back.