Simple, transparent pricing

Start free. Upgrade when you need weekly AI briefs, deeper research, and more analyses.

Free

$0forever

Get started with basic portfolio tracking

Start Free
✓Up to 10 holdings
✓5 daily pulses / month
✓1 deep research / month
✓3 learning lessons / month
✓1 on-demand brief / month
✓Options calculator (unlimited)
✓1 trial AI options suggestion / month
✓News feed
✓Portfolio score
✓30-day performance history
—Watchlist & entry signals
—Weekly auto-brief
—Action item tracking
—Price alerts
—Export & reports
Launch Price

Pro

$20$12/ month

For active investors who want weekly intelligence

✓Up to 50 holdings
✓15 daily pulses / month
✓8 deep researches / month
✓Watchlist: 25 stocks + daily entry signals
✓10 learning lessons / month
✓15 AI options suggestions / month
✓Options calculator (unlimited)
✓Weekly auto-brief every Sunday
✓Full action item tracking
✓1-year performance history
✓10 price alerts
✓1 on-demand brief / month
—Export & reports
—Multi-portfolio

Premium

$40/ month

Maximum intelligence for serious portfolio management

✓Up to 150 holdings
✓30 daily pulses / month
✓25 deep researches / month
✓Watchlist: 100 stocks + daily entry signals
✓25 learning lessons / month
✓50 AI options suggestions / month
✓Options calculator (unlimited)
✓Weekly auto-brief every Sunday
✓Full action item tracking
✓Full performance history
✓30 price alerts
✓2 on-demand briefs / month
✓Export & reports
✓Up to 3 portfolios

All plans include news feed, portfolio score, sector charts, and technical indicators.

Frequently asked questions

What's a Daily Pulse?

A quick AI-generated health check of your portfolio: what moved today, what needs attention, and up to 3 action items. Each time you click 'Generate Pulse' counts as one use. Viewing a previous pulse does not.

What's included in the weekly brief?

A comprehensive AI-generated report covering every holding in your portfolio: price movements, upcoming catalysts, sector trends, concentration alerts, opportunities, and specific action items.

How do AI options suggestions work?

One click generates strategy ideas across three categories at once: Income (covered calls and cash-secured puts), Hedge (protective puts), and Speculate (long calls and puts). Suggestions are grounded in your fundamentals, technicals, and recent news. Free tier gets 1 trial run per month so you can try it. Pro gets 15/month, Premium gets 50/month. The calculator is unlimited on every tier.

Can I cancel anytime?

Yes. Cancel anytime from your account settings. You'll keep access until the end of your billing period.

Is my portfolio data secure?

Your data is encrypted at rest and in transit. We never share your portfolio data with third parties. Authentication is handled through Supabase with industry-standard security.