Pricing

Your first 10 holdings are free!
Choose from any of our premium plans at any time to track additional holdings or portfolios, and unlock advanced features.
get started for free

Free plan

$ 0 /mo

1 portfolio

10 holdings

Limited reporting

Automatic dividends

Price alerts

Community forum support

sign up – free

Starter plan

$ 15 /mo

1 portfolio

20 holdings

Limited reporting

Everything in Free plus

Portfolio Sharing

Community forum support

sign up – free

Investor plan

$ 25 /mo

3 portfolios

Unlimited holdings

Advanced reporting

Everything in Starter plus

Xero Integration

Benchmarking

Email support

Community forum support

sign up – free

Expert plan

$ 39 /mo

4 portfolios

Unlimited holdings

Full reporting

Everything in Investor plus

Contribution Analysis Report

5 custom groups

Priority email support

Community forum support

sign up – free

Prices in NZD including GST.

Compare Plans
Free plan
$0/mo
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Starter plan
$15/mo
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Investor plan
$25/mo
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Expert plan
$39/mo
Sign Up
Portfolios 1 1 3 4
Holdings 10 20 Unlimited Unlimited
Custom Groups 1 1 2 5
Portfolio Features
Free plan
$0/mo
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Starter plan
$15/mo
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Investor plan
$25/mo
Sign Up
Expert plan
$39/mo
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Supported Markets
Automatic Dividends & Adjustments
Price & Portfolio Email Alerts
Mobile App
Broker Email Imports
Record Unlisted Investments
Portfolio Sharing
Benchmarking
File Attachments
Labels & Report Filtering
Xero Integration Xero Integration
Reports
Free plan
$0/mo
Sign Up
Starter plan
$15/mo
Sign Up
Investor plan
$25/mo
Sign Up
Expert plan
$39/mo
Sign Up
Performance
Taxable Income
Historical Cost
Sold Securities
All Trades
Future Income
Diversity
Contribution Analysis
Foreign Investment Fund
Traders Tax