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Start your free trial today. Annual plans save 17% (2 months free).

Starter

$5 /mo

day trial

  • 1 Portfolio
  • 1 Account
  • 10 Holdings per portfolio
  • Advanced Analytics
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Individual

$19 /mo

14 day trial

  • 1 Portfolio
  • 10 Accounts
  • 150 Holdings per portfolio
  • Advanced Analytics

Family

$29 /mo

30 day trial

  • 4 Portfolios
  • 40 Accounts
  • 150 Holdings per portfolio
  • Advanced Analytics

Advisor

$249 /mo

30 day trial

  • Unlimited Portfolios
  • Unlimited Accounts
  • Unlimited Holdings
  • Multi-Organization Support