Simple, Transparent Pricing
All plans include baseline portfolio analysis. Upgrade as your strategy scales.
Analyst
$29/month
For personal investors evaluating core holdings
- 5 portfolio snapshots per month
- Basic sector and asset class breakdown
- Email reports
- Risk profile summary
Strategist
$99/month
For active managers and professional advisors
- Unlimited portfolio snapshots
- Advanced correlation analysis
- Real-time rebalancing recommendations
- Custom weightings and constraints
- Tax-loss harvesting alerts
- API access (10k requests/month)
Institutional
Custom
For firms managing 100M+ AUM
- Unlimited snapshots and analyses
- White-label integration
- Dedicated API tier
- Priority support
- Custom model training
- Advanced compliance reporting