Choose the plan that works best for your investing journey. Get started for free or unlock premium features to optimize and simplify your portfolio management.
Get 2 months free, when paying yearly
SubscribeThe Free Plan gives you access to essential features like portfolio tracking, analytics, basic optimization (3 simulations), asset forecasts, and manual investment import via input fields, CSV, or PDF uploads. It’s perfect for getting started.
We currently do not offer a free trial for the Premium Plan, but you can start with the Free Plan to explore the platform. You can upgrade anytime to unlock premium features like unlimited simulations and automatic broker syncing.
If you cancel, your account will revert to the Free Plan. You’ll retain access to your data, but premium features like unlimited simulations and broker syncing will no longer be available.
We prioritize your security with bank-level encryption and never store sensitive data like broker credentials. Your privacy and security are our top priorities.
Yes, you can upgrade to the Premium Plan anytime or downgrade to the Free Plan without losing access to your core data and features. The change will take effect immediately.
Take Control of Your Financial Future
Join Thousands Investors Growing Smarter.