Pricing Plans

Choose the plan that fits your investing needs. No hidden fees. Cancel anytime.

Free

$0/month

Essential tools for casual investors.

  • Portfolio Limits: Create up to 3 portfolios
  • Asset Limits: Add up to 3 assets per portfolio
  • Historical Data: Full access to all historical market data
  • Simulations: Run all available basic simulations
  • Analysis: Basic portfolio analysis tools
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Launch Special: 2 Months Free!

Pro

Get 60 days of Pro free with EarlyBird.

$15/month$0for your first 60 days, then $15/month

Full history and basic simulations for serious investors.

  • Everything in Free, plus more
  • Expanded Asset Limits: Up to 20 assets per portfolio
  • Monte Carlo: Advanced simulations (10,000 paths)
  • Optimization Tools: Standard Optimization (Max Sharpe)
  • Active Tracking: Daily Watchdog Monitoring
✦ Coming Soon

Elite

$30/month

Institutional-grade power with AI intelligence.

  • Everything in Pro, plus more
  • Client Management: Master Dashboard for 100+ clients
  • White-Labeling: Branded PDF/Excel client reports
  • Custom Models: Define macro shock scenarios & Black-Litterman
  • API Access: Direct REST API for programmatic testing
  • Expanded Assets: Options, Crypto, and Private Equity
  • AI Intelligence: Actionable AI insights (Powered by Gemini)
  • Institutional Risk: Conditional Value at Risk & Fat-Tails