Pricing

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Free
Essential tools for personal finance tracking.
$0/mo
  • 3 Asset types (Stocks, ETFs, Crypto)
  • 15 Assets maximum
  • 3 Accounts maximum
  • Basic Net Worth Tracking
  • Standard Charts
Most Popular
Pro
Advanced tracking and automation for serious investors.
$119.97/yr

Save $35.67/year

  • Unlimited Assets & Accounts
  • All 21 Asset Types (Real Estate, etc.)
  • Debt & Liability Tracking
  • Dividend Tracking
  • Advanced Analytics
  • Equity Research (Insider, News, Earnings)
Premium
Ultimate wealth management with AI insights.
$239.97/yr

Save $59.67/year

  • Everything in Pro
  • AI Portfolio Insights
  • News & Sentiment Analysis
  • Custom Benchmarks
  • Politician Trading Data
  • Insider Trading Data
  • Priority Support

Detailed Feature Comparison

Everything you need to know about our plans.

FeatureFreeProPremium
Asset Tracking
Maximum Assets15 AssetsUnlimitedUnlimited
Maximum Accounts3 AccountsUnlimitedUnlimited
Supported Asset TypesStocks, ETFs, CryptoAll 21 Types (Real Estate, etc.)All 21 Types (Real Estate, etc.)
Asset Data DepthBasic (Value & Quantity)AdvancedAdvanced
Real Estate & Vehicles
Multi-Currency Support150+ Currencies150+ Currencies150+ Currencies
Portfolio Analytics
Performance ChartsStandardAdvanced (Multiple Timeframes)Advanced (Multiple Timeframes)
Asset AllocationBasic Pie ChartDetailed Treemap & Sector AnalysisDetailed Treemap & Sector Analysis
Benchmark ComparisonS&P 500 & TSX (Roadmap)Custom Benchmarks (Roadmap)
Geography Breakdown
Drift DetectionStandard (>5%) (Roadmap)Custom Thresholds (Roadmap)
Sector Concentration
Income & Dividends
Dividend TrackingTop 3 Holdings OnlyUnlimitedUnlimited
Projected Annual IncomeBasic EstimateDetailed CalendarDetailed Calendar
Rental Property Income
Net Cash Flow Analysis
Liabilities & Debt
Liability TrackingUnlimitedUnlimited
Mortgage Amortization(Roadmap)(Roadmap)
Debt Payoff PlannerBasic (Roadmap)Advanced Strategy (Roadmap)
Budgeting
Expense CategoriesUnlimited CustomUnlimited Custom
Sankey Visualizations
Savings Rate Tracking
Budget vs. Actual
Goals & Gamification
Goal TrackingBasic (1 Goal)Unlimited (Roadmap)Unlimited (Roadmap)
Progress Milestones(Roadmap)(Roadmap)
Achievement Badges(Roadmap)(Roadmap)
Planning & Reports
Retirement CalculatorBasicAdvancedAdvanced
Export DataCSV & PDFCSV & PDF
Email ReportsWeekly & Monthly (Roadmap)Weekly & Monthly (Roadmap)
AI Insights
AI Personal Financial Assistant
Portfolio Optimization
Roadmap)
Sentiment Analysis
Diversification Score
Roadmap)
Fee Optimization
Roadmap)
Tax-Loss Harvesting
Roadmap)
AI-Powered Insights
Equity Research
Insider Trading Data
Politician Trading Data
Stock News & Sentiment
Earnings Calendar
Stock Splits History
Support & Integrations
Price UpdatesEnd-of-DayDelayed (15m)Delayed (15m)
API Access
EODHD)
EODHD)
Broker Integration
Roadmap)
Customer SupportStandard EmailPriority EmailPriority 24/7
Education LibraryComing SoonComing Soon

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