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
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
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
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.