Everything you need, nothing you don't. Cancel without penalty, anytime.
(Always free — forever)
What's included:
1 portfolio
10 holdings limit
1 watch-list
CSV import only
Basic dividend tracking
Restricted payout calendar
Email notifications
US, Canada, and UK Stock Data
Ad-supported
Community support
(Billed monthly)
All the benefits of Free plan, plus:
1 portfolio
60 holdings limit
3 watch-lists
CSV import (no auto-sync)
Basic dividend tracking
Portfolio overview
Email notifications
US, Canada, and UK Stock Data
Basic ideas and calculators
Ad-supported
Basic support
(Billed monthly)
All the benefits of Lite plan, plus:
10 portfolios
Unlimited holdings
Unlimited watch-lists
Auto-import from brokerages
CSV import and export
Advanced dividend tracking
Unrestricted payout calendar
Advanced metrics
Email notifications
US, Canada, and UK Stock Data
Full ideas and calculators
No advertisements
48-hour email support
(Billed monthly)
All the benefits of Premium plan, plus:
30 portfolios
Unlimited holdings
Unlimited watch-lists
Auto-import from brokerages
CSV import and export
Advanced dividend tracking
Unrestricted payout calendar
Advanced metrics
API access & webhooks
Long-range back-tests
Email notifications
US, Canada, and UK Stock Data
Full ideas and calculators
No advertisements
Priority support
We accept all major credit and debit cards. Card payments are processed securely through Stripe.
You can cancel your subscription at any time from within your "Billing" tab, and let it expire back to the Free Plan. There are no contracts or obligations locking you in.
We offer a 14-day money back guarantee, no questions asked.
Absolutely. However, paying monthly will be slightly more expensive. Paying annually provides you with two months free.
We don't offer any trials, but we do have a 14-day money back guarantee. If you upgrade and decide you aren't satisfied, reach out and we'll happily issue you a refund.
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