Full Feature Comparison

Everything, Side by Side

Every feature across every plan. No fine print.

MonthlyYearly
FeatureFreeStandardPopularPremium
Trades
Max open tradesUnlimitedUnlimitedUnlimited
Trade data history90 days2 yearsUnlimited
Custom portfoliosUnlimitedUnlimitedUnlimited
Auto-match & tax lot method
Cash account tracking
Forex trading (currency pairs)🔒
Data & Pricing
Global price refresh60 min5 min1 min
Price alerts15Unlimited
Company Profiles
Lookups per month1050Unlimited
Profile & Key Stats
Technical Analysis (chart, SMA/EMA, RSI, MACD)
Analyst Ratings & Price Targets
Dividend History & Quality Radar
Financial Statements (income, balance, cash flow)
Valuation Models (DCF, P/E, EV/EBITDA, P/S, P/B)
Management & Insider Transactions
Future Growth Estimates
Performance vs. Benchmark
Equity Intelligence (insider flow, institutional activity)
Company News Feed
Import & Export
CSV import (all brokers)UnlimitedUnlimitedUnlimited
Custom CSV column mapping
PDF export🔒5/monthUnlimited
Analytics & Insights
P&L calendar & charts
P&L insights & win rateBasicFullFull
Portfolio analytics & insights🔒✓ + Advanced
Tax Center
Tax reports & Schedule D🔒
Wash sale detection🔒
Capital gains report🔒
Form 8949 CSV export🔒
Portfolio AI
AI-powered portfolio analysis🔒
Monthly AI token allowance🔒150,000300,000
Privacy-safe (no PII sent to AI)🔒
Integrations
Broker connections (20+)🔒
Support
Support priorityStandardStandardPriority
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