Plans & pricing

MOST POPULAR

Standard

Starts atinfoOr $15 per month, when billed monthly

$20

  • done Unlimited portfolios
  • done Unlimited holdings
  • done Unlimited notes
  • done SEC filings inbox
  • done Earnings calendar
  • done File & image uploads
  • done 64 GB storage
  • done Advanced dividend analytics
  • done 70+ stock exchanges, all major currencies
  • done Support from the founder

Advanced

Starts atinfoOr $33 per month, when billed monthly

$40

  • done Everything in Standard
  • done 1 TB storage
  • done Options (coming soon)

Enterprise

Contact for pricing

 

  • done Built for teams
  • done Permissions & group management
  • done FINRA-compliant
  • done Virtually unlimited storage
  • done Priority support from the founder

Investing Process Management

Portfolio
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# of Portfolios
1
Unlimited
Unlimited
Unlimited
# of Holdings
Limited
Unlimited
Unlimited
Unlimited
# of Transactions
Limited
Unlimited
Unlimited
Unlimited
Daily-tick portfolio value charts
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70+ stock exchanges
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All currencies
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Journal
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Notes
Text
Media and text
Media and text
Media and text
File and url uploads
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Sentiment log
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monitoring
Dividend analytics
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Income growth
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Yield-at-cost
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Upcoming dividends
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SEC Filings Inbox
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Earnings Calendar
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Community
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Comment on public notes with your friends
Comment on public notes with your friends
Comment on public notes with your friends
live_help
Support
Standard
Priority from founder
Priority from founder
Priority from founder