Pricing & plans
Our portfolio plans grow along with you in your investing journey.
Free
$0
Forever
Starter
$14
Per month
Billed annually
$19 billed monthly
Investor
$23
Per month
Billed annually
$31 billed monthly
Expert
$29
Per month
Billed annually
$39 billed monthly
Compare plans and features
Core | Free | Starter | Investor | Expert |
|---|---|---|---|---|
Portfolios | 1 | 1 | 4 | 10 |
Holdings | 10 | 20 | Unlimited | Unlimited |
Custom groups | 1 | 1 | 2 | 5 |
Customer support | Basic | Basic | Standard | Priority |
Portfolio | ||||
|---|---|---|---|---|
Supported markets | ||||
Automatic dividends & adjustments | ||||
Price & portfolio email alerts | ||||
Trade confirmation email imports | ||||
Record unlisted investments | ||||
Portfolio sharing | ||||
Cash accounts | ||||
Benchmarking | ||||
File attachments | ||||
Labels & report filtering | ||||
Xero integration |
Reports | ||||
|---|---|---|---|---|
Performance | ||||
Taxable Income | ||||
Historical Cost | ||||
Sold Securities | ||||
All Trades | ||||
Capital Gains Tax | ||||
Future Income | ||||
Diversity | ||||
Contribution Analysis | ||||
Multi-Currency Valuation | ||||
Multi-Period |
Managing client portfolios?
Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than $12 per portfolio, per month.
Professional pricing
