Pricing Plans
to Suit Every Investor

Whether you’re an everyday investor or a professional investment advisor, we offer a range of different pricing options that are tailored to different needs. Start by selecting monthly or annual billing below.
Basic
Free
  • Research and build one portfolio
  • Custom investment screening
  • Research ETFs that align with your goals
  • Analyze detailed portfolio analytics
  • Share with your friends
Premium
$24
/ mo
  • Everything available in Free +
  • Premium stock screener covering over 10,000 equities
  • Research and build up to 5 portfolios
  • Thematic Stock Screener
  • One-click portfolio optimization
  • Brokerage Integrations
Advisor
as low as
$119
  • Robust lead magnets to close more business
  • AI generated proposals
  • AI generated IPS
  • Client portal to share performance and updates
  • Portfolio threat detection
  • One-click portfolio optimization
  • Model portfolios
  • API integrations to your existing wealth stack
Basic
Free
  • Research and build one portfolio
  • Custom investment screening
  • Research ETFs that align with your goals
  • Analyze detailed portfolio analytics
  • Share with your friends
Premium
$20
/month
  • Everything available in Free +
  • Premium stock screener covering over 10,000 equities
  • Research and build up to 5 portfolios
  • Thematic Stock Screener
  • Specialized Weighting Schemes
  • Brokerage Integrations
Advisor
as low as
$99
  • Robust lead magnets to close more business
  • AI generated proposals
  • AI generated IPS
  • Client portal to share performance and updates
  • Portfolio threat detection
  • One-click portfolio optimization
  • Model portfolios
  • API integrations to your existing wealth stack

Find the Perfect Fit

Compare all the features below to find the right plan for your investment needs.

Basic
Advisor
Investor Profile
Custom ETF Screening
Access to over 7,000 Stocks
Thematic Stock Screener
Exclusive Portfolio Weightings
Portfolio Analytics
Live Portfolio Tracking
Portfolio Sharing
Client Portal
Lead Magnets
AI Generated Proposals and IPS
Portfolio Threat Detection
Model Portfolios
Portfolios
1
Unlimited

Ready to
Get Started?

Everyday Investor

If you’re an independent investor, click “Sign Up” below to get started.

Sign Up

Investment Advisor

If you’re an investment advisor, click “Book a Demo” for a personalized tour of our advisor solution.

Book a Demo