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Free
Gain free access to a wide range of professional-grade financial tools
0.00
Unlimited public portfolios
15 holdings per portfolio
1 watchlist
10 calculations per month
10 years of historical data
Portfolio optimization
Investment analysis tools
Screeners
Plus
Enhanced features and tools designed for practitioner investors
7.99
All the features of Free
5 private portfolios
100 holdings per portfolio
5 watchlists
200 calculations per month
40+ years of historical data
Advanced risk metrics
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Pro
Unlock limitless features tailored to meet the needs of sophisticated investors
19.00
All the features of Plus
Unlimited private portfolios
500 holdings per portfolio
10 watchlists
Unlimited monthly calculations
Export screener results
Import you own data
Priority support
Pro+
Custom integrations for fund managers and financial service providers
99.99
All the features of Pro
API access
Plans Comparison
Free
Plus
Pro
Portfolio Tracking
Public user portfolios
Private user portfolios
Portfolio holdings
Static Portfolios
Transactional Portfolios
Bring Your Own Data
Portfolio Optimization
Basic Optimization Models
Risk Parity Models
Advanced Optimization Objectives
Backtesting
Screeners
Stock Screener
ETF Screener
Mutualfund Screener
Advanced Risk Metrics
Screener Results Export
Investment Analysis Tools
Calculations per month
Performance Analysis
Risk Analysis
Asset Correlation
Factor Model
Historical Data
Extended Lookback Periods
Advanced Tool Settings
Calculation Results Export
Support
Community support
Email support
Extra perks
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