Lite stays free. Two paid tiers coming soon.
Everything a self-directed investor needs to manage and analyze their portfolio.
Get Started Free →What's included
For the engaged investor who wants hands-off brokerage sync and the full AI advisor.
Launching soon - 14-day free trial at launch. Cancel anytime.
Waitlist members lock in $9/month forever.
Everything in Lite, plus
For serious portfolios: family aggregation, real-time data, dedicated support.
Waitlist members lock in $29/month forever.
Everything in Pro, plus
Most requested features get built first. Vote for what matters to you.
Unlimited AI Chat
No daily message caps, ever
Options Chain
Live options flow & Greeks
Tax Documents
Automated gain/loss PDF reports
Mobile App
Native iOS & Android apps
Brokerage Connect
Auto-sync holdings from brokers
Social Sharing
Share portfolio insights & wins
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Pro and Max are coming soon. Waitlist members lock in their launch price forever. Join now before pricing moves up.
No spam. Waitlist pricing is locked at signup, forever.