Pricing

Simple, transparent pricing

Start free. Upgrade when you outgrow it.

Free

Perfect for getting started

$0/forever

Go to dashboard

3 brokerage / exchange accounts
15 stocks · 15 crypto
2 cash accounts · up to 3 entities
CSV import from any broker
Live real-time prices, every market
Unlimited historical performance backfill
Multi-currency — all in your base currency

Pro

For serious investors

$40/month

AI Assistant — chat with your portfolio: ask about performance, tax or any holding, and it can add trades, file docs & make changes for you
AI Broker Import — drop in any broker PDF; it pulls every trade, dividend & franking credit (10/mo)
Tax Pack (AU / US / UK) — capital gains, income & franking
Tax verification straight from your statements
Cross-asset analytics, exposure & valuation gauges
Properties, private investments & unlimited liabilities
25 accounts · 100 stocks · 100 crypto · 5 entities
3 scheduled email digests
Priority support

Premium

For complex wealth structures

$199/month

Everything in Pro, plus:
Unlimited accounts, holdings, properties & entities
Higher AI limits — far more assistant chat + 30 document imports/mo
Deep-analysis AI for the toughest, densest statements
ETF tax done right — AMMA / RoC / DRP cost-base tracking applied automatically
Private investment document archive (50/mo extractions)
Connect brokerages & on-chain wallets for live sync
Dedicated support

Paid plans are not open yet. Founding users have full access at no charge while the platform is finished. Nothing changes for you before we write to you about it.

Frequently asked

Can I cancel anytime?

There is nothing to cancel yet — founding users are not charged. When paid plans open they will be month-to-month, cancelled from Settings → Subscription, and your data stays accessible on the Free tier if you downgrade.

What happens to my data if I downgrade?

Your data is preserved. You'll see a prompt to archive anything over the Free plan limits — nothing is automatically deleted.

How does the AI assistant work?

Open it from anywhere (the sparkle icon, or ⌘J / Ctrl+J). It has read access to your own data, so the answers are specific to your portfolio — performance, tax, why a number looks off — not generic. It can also take actions for you: add trades, file an uploaded statement, set up a scheduled digest, and more. Drop a broker PDF straight into the chat and it'll extract the trades, dividends and franking for you to review.

Are there usage limits on the Free tier?

Yes — up to 3 accounts, 15 stocks, 15 crypto, 2 cash accounts and up to 3 entities. Properties, liabilities, the AI assistant and the Tax Pack are on Pro & Premium.