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SubscribeThe Free Plan gives you access to essential features like portfolio tracking, analytics, and manual investment import via input fields or CSV. It’s perfect for getting started.
We currently do not offer a free trial for the Premium Plans, 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 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 switch between the Strategist and Oracle Plan anytime,t he change will take effect immediately. When downgrading to the Free Plan you have access to the previous plan's features until the end of the current billing period.
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