Plans differ in the number of portfolios, stocks per portfolio, monthly AI questions, and refresh interval. Refresh intervals are within 10 seconds on Max, 30 seconds on Pro, and 60 seconds on Starter.

View personal, family, business, and retirement accounts as separate portfolios.

Enter tickers and share counts yourself, or import a CSV file.

Cancel anytime in your account settings. You keep every feature through the end of the period you've paid for.

Whichever plan you choose,you get every feature

Starter, Pro, and Max differ in usage limits.

Highest limits
Max
For investors managing family and business accounts together
$149/mo
- 20 portfolios
- 200 stocks each
- 2,000 AI questions/mo
$0.04 per stock per month at full capacity
Ask about this plan
1.9× the price of Pro, with room for 16× the stocks
Pro
For investors who keep retirement and taxable accounts separate
$79/mo
- 5 portfolios
- 50 stocks each
- 500 AI questions/mo
$0.32 per stock per month at full capacity
Ask about this plan
Starter
For investors starting with one account
$29/mo
- 1 portfolio
- 10 stocks
- 50 AI questions/mo
$2.90 per stock per month at full capacity
Ask about this plan
Enterprise / Desk
Asset managers, family offices, and RIAs
Custom pricing
Limits are set to match your assets under management
Contact us

Enterprise / DeskAsset managers, family offices, and RIAsContact us

Compare plans

Usage	Max$149/mo	Pro$79/mo	Starter$29/mo	Enterprise / DeskCustom
UsagePortfolios	20	5	1	Custom
Stocks per portfolio	200	50	10	Custom
Total stocksPortfolios × stocks per portfolio	4,000	250	10	Custom
AI questions (monthly)	2,000	500	50	Custom
Refresh intervalHow often filings, prices, and indicators are refreshed	Within 10 seconds	Within 30 seconds	Within 60 seconds	Custom

Included in every plan

P&L attribution
Peer comparison
ETF look-through weight
Remarks and market reaction
Similar-period search
Replacement candidates and excess return check
Rebalance testing
Filings, earnings, rates, and economic data tracking
CSV import
English, Japanese, and Korean

Find the right plan for your portfolios

Number of portfoliosStocks per portfolio

Best fit

Max/mo

Room for 14 more portfolios and 140 more stocks in each

Max$149/moBest fit
Portfolios6 / 20
Stocks per portfolio60 / 200
Pro$79/mo
PortfoliosOver the limit 6 / 5
Stocks per portfolioOver the limit 60 / 50
Starter$29/mo
PortfoliosOver the limit 6 / 1
Stocks per portfolioOver the limit 60 / 10

Frequently asked questions

Anywhere else, you'd have to gather the data and run the numbers yourself

Enter your tickers and share counts, and handles the rest

Asking a general-purpose AI	Running your own quant analysis	Building your own dashboard
You have to check when each price in the answer is from and where it came from, one by one	You have to source prices, filings, and ETF holdings and line them up	You have to maintain the data connections and updates	Enter tickers and share counts and get the full analysis right away, including the stocks inside your ETFs and each holding's peers
Weights that include stocks inside ETFs have to be calculated separately each time you ask	You have to write the code and rerun it whenever the data changes	You have to design which indicators and charts to show	The data and as-of date behind each calculation appear right next to the chart
You have to pick similar past periods yourself and ask about each one	You have to decide which past periods to compare, and on what basis	You have to look up what changed every time	Compare a weight change in advance using prices from similar past periods