Pricing

Honest plans. Cancel anytime.

Free

✓ CSV imports + dashboard
✓ Up to 3 portfolio holdings
✓ Retirement projection
✓ Ticker autocomplete (snapshot prices)
— No live prices
— No company news
— No earnings / dividend dates
— No AI advisor

Recommended

Pro

$5 /month

7-day free trial. Cancel anytime.

✓ Everything in Free
✓ Live stock prices
✓ Company news per holding
✓ Earnings + dividend dates with upcoming-event highlights
✓ AI advisor (Claude) grounded on your data
✓ Unlimited portfolio holdings
✓ Plaid (when available)

Payments are processed by Stripe. Your card is authorized at signup but not charged until the 7-day trial ends. Cancel anytime from the billing portal.