Pricing

Your first 10 holdings are free!

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Free plan

$ 0 /mo

1 portfolio

10 holdings

Limited reporting

Automatic dividends

Price alerts

Community forum support

sign up – free

Starter plan

$ 12 /mo
$ 132 /yr1 month free

1 portfolio

20 holdings

Limited reporting

Automatic dividends

Price alerts

Chat support

Community forum support

sign up – free
Most Popular

Investor plan

$ 19 /mo
$ 209 /yr1 month free

3 portfolios

Unlimited holdings

Advanced reporting

Everything in Starter plus

Cash Accounts

Xero Integration

Benchmarking

Email support

Chat support

Community forum support

sign up – free

Expert plan

$ 25 /mo
$ 275 /yr1 month free

5 portfolios

Unlimited holdings

Full reporting

Everything in Investor plus

Contribution Analysis Report

5 custom groups

Priority email support

Priority chat support

Community forum support

sign up – free

Prices in USD and tax-free.

Compare Plans
Free plan
$0/mo
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Starter plan
$12/mo
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Investor plan
$19/mo
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Expert plan
$25/mo
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Portfolios 1 1 3 5
Holdings 10 20 Unlimited Unlimited
Custom Groups 1 1 2 5
Portfolio Features
Free plan
$0/mo
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Starter plan
$12/mo
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Investor plan
$19/mo
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Expert plan
$25/mo
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Supported Markets
Automatic Dividends & Adjustments
Price & Portfolio Email Alerts
Mobile App
Broker Email Imports
Record Unlisted Investments
Portfolio Sharing
Cash Accounts
Benchmarking
File Attachments
Labels & Report Filtering
Xero Integration Xero Integration
Reports
Free plan
$0/mo
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Starter plan
$12/mo
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Investor plan
$19/mo
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Expert plan
$25/mo
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Performance
Taxable Income
Historical Cost
Sold Securities
All Trades
Future Income
Diversity
Contribution Analysis
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