Basic
Get started
$5/mo
- 1 portfolio
- 10 assets
- Up to $100k AUM
Pricing
Pricing That Scales
With Your Capital
Start free, upgrade as you grow. No hidden fees, no lock-in.
Plus
Growing portfolios
$50/mo
- 1 portfolio
- 20 assets
- Up to $1M AUM
- Statement imports
Most Popular
Pro
Most popular
$100/mo
- 2 portfolios
- 50 assets
- Up to $20M AUM
- Statement imports
- AI advisor
- Tax tools
Elite
Professional investors
$250/mo
- 5 portfolios
- Unlimited
- Custom
- Statement imports
- AI advisor
- Tax tools
Enterprise
Firms & family offices
$500+/mo
- 10+ portfolios
- Unlimited
- No limits
- Statement imports
- AI advisor
- Tax tools
Price scales with portfolio count
Full Comparison
| Feature | Basic$5/mo | Plus$50/mo | Pro$100/mo | Elite$250/mo | Enterprise$500+/mo |
|---|---|---|---|---|---|
| Portfolios | 1 | 1 | 2 | 5 | 10+ |
| Assets per portfolio | 10 assets | 20 assets | 50 assets | Unlimited | Unlimited |
| Portfolio value | Up to $100k AUM | Up to $1M AUM | Up to $20M AUM | Custom | No limits |
| Statement importing | |||||
| API connections | |||||
| AI portfolio advisor | |||||
| Tax tools & realized P/L |
Not sure which plan fits?
Talk to us — we'll help you choose or build a custom package.