Simple, transparent pricing

Start free, upgrade when you’re ready

No credit card required for the Free plan. Unlock advanced AI, backtesting, and live trading as you grow.

Free
$0/mo
No credit card required
  • Simulated trading environment
  • 2 virtual portfolios
  • 1 strategy schedule
  • 3 backtests / month
  • 30 AI assistant queries / day
  • 3 AI stock screener queries / day
  • Watchlists & price alerts
  • Portfolio analytics dashboard
  • What-If Simulator
  • Model portfolio browsing
  • Learning Center
  • Monthly portfolio snapshot report
Pro
$39/mo
or $390/year - save 17%
  • Everything in Essentials, plus:
  • 15 virtual portfolios
  • Unlimited strategies & backtests
  • 150 AI assistant queries / day
  • 50 AI stock screener queries / day
  • Tax-Loss Harvesting reports
  • Full Tax Center (FIFO / LIFO / Specific Lot)
  • Schedule D export
  • Full CSV data export
  • News headlines & sentiment
  • Weekly AI portfolio reports
Pro+
$79/mo
or $790/year - save 17%
  • Everything in Pro, plus:
  • Unlimited virtual portfolios
  • Unlimited AI assistant queries
  • Unlimited AI stock screener queries
  • Automated Tax-Loss Harvesting
  • AI-powered tax planning
  • AI-powered news insights & auto-intents
  • Multi-broker support
  • Priority AI model
  • Custom backtest parameters

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