Pricing & plans

Our portfolio plans grow along with you in your investing journey.

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Free

$0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

$11

Per month
Billed annually

$15 billed monthly

1 Portfolio
20 Holdings
1 Custom group
Limited reporting
Basic support

Investor

$18

Per month
Billed annually

$24 billed monthly

4 Portfolios
Unlimited Holdings
2 Custom groups
Advanced reporting
Standard support

Expert

$23

Per month
Billed annually

$31 billed monthly

10 Portfolios
Unlimited Holdings
5 Custom groups
Full reporting
Priority support

*Prices in USD and tax-free. All paid plans include a 7 day free trial.

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

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
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