Invest Smarter
Choose the toolkit that matches your portfolio complexity.
Global Multi-Currency included in all plans
Starter
$0/mo
- 1 Watchlists
- 1 Depot
- Max 50 Transactions
- Basic Dashboard
- Basic Screener
- Limited AI Chat (5/day)
FIFO Tax LotsPeer Comparison Charts
Pro Investor
Most Popular$9.99/mo
- 6 Watchlists
- 6 Depots
- Max 2,000 Transactions
- Full FIFO Calculations
- Unlimited AI Research
- Advanced Industry Screener
- PDF Reporting
API Access
Alpha / Elite
$29.99/mo
- Unlimited Watchlists
- Unlimited Depots
- Unlimited Transactions
- Industry P/E Histogram
- API Access to portfolio data
- 1-on-1 Strategy Session
(Quarterly 45min video call) - Priority Support
Compare Features
| Feature | Starter | Pro | Elite |
|---|---|---|---|
| Multi-Currency (Global) | |||
| Crypto & Futures | |||
| Max Transactions | 50 | 2,000 | Unlimited |
| AI Chat Assistant | Limited | Unlimited | Unlimited |
| Accounting Method | Average Cost | FIFO / LIFO | FIFO / LIFO |
| Data Insights | Basic Data | Adv. Screeners | Peer Analysis (P/E) |