Pricing

Your first 10 holdings are free!
Choose from any of our paid plans at anytime to track additional holdings or portfolios.
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

$ 12 /mo

1 portfolio

20 holdings

limited reporting

Everything in Free plus

Portfolio Sharing

community forum support

sign up – free

Investor plan

$ 19 /mo

3 portfolios

unlimited holdings

advanced reporting

Everything in Starter plus

Xero Integration

Benchmarking

email support

community forum support

sign up – free

Expert plan

$ 25 /mo

5 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 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
Benchmarking
File Attachments
Labels & Report Filtering
Xero Integration Xero Integration
Reports
Free plan
$0/mo
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Starter plan
$12/mo
Sign Up
Investor plan
$19/mo
Sign Up
Expert plan
$25/mo
Sign Up
Performance
Taxable Income
Historical Cost
Sold Securities
All Trades
Future Income
Diversity
Contribution Analysis