Full Feature Comparison
Everything, Side by Side
Every feature across every plan. No fine print.
MonthlyYearly
| Feature | Free | StandardPopular | Premium |
|---|---|---|---|
| Trades | |||
| Max open trades | Unlimited | Unlimited | Unlimited |
| Trade data history | 90 days | 2 years | Unlimited |
| Custom portfolios | Unlimited | Unlimited | Unlimited |
| Auto-match & tax lot method | ✓ | ✓ | ✓ |
| Cash account tracking | ✓ | ✓ | ✓ |
| Forex trading (currency pairs)🔒 | — | ✓ | ✓ |
| Mutual fund trades | ✓ | ✓ | ✓ |
| Data & Pricing | |||
| Global price refresh | 60 min | 5 min | 1 min |
| Price alerts | 1 | 5 | Unlimited |
| Company Profiles | |||
| Lookups per month | 10 | 50 | Unlimited |
| ›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) | Unlimited | Unlimited | Unlimited |
| Custom CSV column mapping | ✓ | ✓ | ✓ |
| PDF export🔒 | — | 5/month | Unlimited |
| Analytics & Insights | |||
| P&L calendar & charts | ✓ | ✓ | ✓ |
| P&L insights & win rate | Basic | Full | Full |
| 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🔒 | — | 300,000 | 750,000 |
| Privacy-safe (no PII sent to AI)🔒 | — | ✓ | ✓ |
| Integrations | |||
| Broker connections (20+)🔒 | — | ✓ | ✓ |
| Support | |||
| Support priority | Standard | Standard | Priority |
View Plans & Pricing →
7-day free trial on all paid plans · No credit card required