Start free. Upgrade to the full platform on your own time.
Tracking your portfolio is free forever. Pro opens up the proprietary Quant Engine and the rest of the analysis suite at a volume you can actually work with, so you understand your portfolio instead of sampling it.
A private, in-depth report on your portfolio — anatomy, risk & performance, correlation, five Quant allocation strategies, and a retirement runway. Yours to keep.
See a sample →Everything in Private Wealth, on every client — up to 25 client portfolios, reports branded as your firm's (logo, name & contact), and your private client workspace. Analytics tooling, not advice: you own the recommendation.
We don't make money when you trade.
No order flow, no spreads, no commissions. Just the subscription. Our only incentive is analysis good enough that you keep it.
"3 free analyses" means 3 total across all AI tools (Dashboard AI, Correlation and Quant Engine), not 3 each. Pro raises this to 50 per tool each month. Cancel anytime from your account.
Prices in USD. Billed in your local currency where available, via Stripe.
See your portfolio the way institutions do.
Free to start. No card until you decide Pro is worth it.