LOCAL
One price. The whole portfolio.
Start free. Upgrade when you want full depth, custom scenarios, or your team along for the ride.
Pro
PopularFor one investor. Real portfolios through real crises, with AI for the everyday research.
$15/month
billed annually
Start ProPremium
For serious DIY. Full historical depth, advanced scenarios, unlimited AI.
$39/month
billed annually
Start PremiumCompare plans
| Feature | Free | Pro | Premium | Enterprise |
|---|---|---|---|---|
| Portfolio analysis | ||||
| Portfolios | 1 | 5 | Unlimited | Unlimited |
| Stress test scenarios | 3 sample | All historical | All + custom | All + custom |
| Recovery analytics | ||||
| Sector & factor decomposition | ||||
| Custom scenarios | ||||
| Markets & data | ||||
| Stocks, ETFs, FX, crypto | ||||
| Bonds & mutual funds | ||||
| Historical depth | 10y | Full | Full | Full |
| Real-time quotes | 15-min delay | |||
| Data export (CSV / API) | CSV | CSV + API | CSV + API + custom feeds | |
| AI assistant | ||||
| Daily messages | 20 | 500 | Unlimited | Unlimited |
| Context window | Standard | Extended | Maximum | Maximum |
| Advanced models (Opus, Sonnet) | ||||
| Custom prompts & memory | ||||
| Team & support | ||||
| Seats | 1 | 1 | 1 | Custom |
| Email support | ||||
| Priority support | ||||
| SSO + SCIM | ||||
| Dedicated success manager | ||||