Pricing

Start free. Upgrade only when you need more.

Every plan includes the full AI reasoning engine, the portfolio workspace, and unlimited watchlists. Prices in USD. Payment processing is not yet enabled — buttons are placeholders while checkout is finalized.

Explorer
$0/month

For investors trying the platform for the first time.

  • 1 portfolio
  • 3 watchlists
  • Full AI Assistant with memory
  • Portfolio health & risk scoring
  • Basic reports (Markdown export)
  • Global search
  • Activity log
Get started
Most popular
Investor
$19/month

For serious retail investors who want the whole toolkit.

  • Unlimited portfolios
  • Unlimited watchlists
  • Advanced diversification engine
  • Deep investment explanations
  • Comparison engine
  • Priority AI model
  • Extended report library
Professional
$49/month

For advisors, prosumers, and power users.

  • Everything in Investor
  • Full research report generator
  • Extended conversation memory
  • Priority processing
  • Early access to new modules
  • Direct product feedback channel

Feature comparison

The full breakdown of what is included on each tier.

CapabilityExplorerInvestorProfessional
Portfolios1UnlimitedUnlimited
Watchlists3UnlimitedUnlimited
Positions per portfolio50UnlimitedUnlimited
AI conversations kept30 daysForeverForever
Investment explanations15 / monthUnlimitedUnlimited
Portfolio AI analyses3 / monthUnlimitedUnlimited
Compare engine✓✓✓
Full research reports—✓Priority
Print / PDF export✓✓✓
Copy-Markdown export✓✓✓
Priority AI model—✓✓
Early access to new modules——✓

Pricing questions

Do I need a credit card to start?
No. The Explorer plan is free forever and does not ask for payment details.
Can I cancel anytime?
Yes. Paid plans are month-to-month and can be cancelled with one click.
What happens if I downgrade?
You keep all existing data. Any items over the plan's limit (extra portfolios, extra watchlists) become read-only until you delete some or upgrade again.
Do you offer team accounts?
Not yet. Team accounts are in planning. Contact us if you want early access.
Do you offer annual pricing?
Annual pricing at a 20% discount is planned. Not live yet.

Try the whole thing free.

The free tier is fully functional. Upgrade only if and when you actually run into a limit.

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