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Investment Portfolio Analyzer AI Pricing

Choose the plan that fits your investment strategy

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

Pricing FAQs

Can I switch plans anytime?

Yes. Upgrade or downgrade your plan on the first of each month. Changes take effect immediately.

Is there a free trial?

All plans start with a 14-day free trial. No credit card required. Full access to plan features.

What payment methods do you accept?

We accept Stripe, ACH, and wire transfer for institutional plans. All payments are processed securely and your data is encrypted.

Do you offer annual billing discounts?

Yes. Pay annually and save 20% on Analyst and Strategist plans. Institutional plans are billed custom.

Can I export my analysis?

Yes. All analyses can be exported as PDF or CSV. Strategist and above plans support API export.