Simple, Transparent Pricing
Choose the plan that fits your needs. Start free, upgrade when you're ready.
Free
$0forever
Perfect for getting started with wealth management
- Up to 3 portfolios
- Basic asset tracking
- Real-time prices
- Mobile app access
- Email support
- Basic charts
- Transaction history
- Export to CSV
Most Popular
Pro
$9.99/ month
For active investors managing multiple assets
- Everything in Free
- Unlimited portfolios
- Advanced analytics
- Price alerts
- Tax reports
- Priority support
- API access
- Custom reports
- Historical data (5 years)
- Export to Excel/PDF
Premium
$29.99/ month
For professional investors and wealth managers
- Everything in Pro
- Family accounts (up to 5)
- Dedicated support
- Custom integrations
- White-label reports
- Advanced security features
- Unlimited API calls
- Historical data (unlimited)
- Personal account manager
- Custom dashboards
Frequently Asked Questions
Everything you need to know about our pricing
Can I change plans later?
Yes! You can upgrade, downgrade, or cancel your plan at any time from your account settings.
Is there a free trial?
Yes, Pro and Premium plans come with a 14-day free trial. No credit card required.
What payment methods do you accept?
We accept all major credit cards, PayPal, and cryptocurrency payments.
Can I get a refund?
Yes, we offer a 30-day money-back guarantee if you're not satisfied with our service.
Is my data secure?
Absolutely! We use bank-grade 256-bit encryption and never share your data with third parties.
Do you offer discounts for annual billing?
Yes! Save 20% when you choose annual billing instead of monthly.
Still Have Questions?
Our team is here to help. Contact us for a personalized demo or custom pricing for enterprise needs.
Contact Sales