Simple, Transparent Pricing
14 DAYS OF PREMIUM · CANCEL ANYTIME
MonthlyYearly
Free
Free
- ✓Unlimited open trades
- ✓90 days of trade data for analysis
- ✓Unlimited CSV imports (all brokers)
- ✓Custom CSV field mapping
- ✓Auto-match closing trades
- ✓Tax lot method selection (FIFO, LIFO, etc.)
- ✓Cash account tracking (savings, HYSA & more)
- ✓Global price refresh every 60 min (stocks, ETFs, crypto & more)
- ✓1 price alert
- ✓Basic P&L chart & calendar
- ✓10 company profile lookups per month
- ✓In-app support messaging
Most Popular
Standard
$3.99/mo
- ✓Unlimited open trades
- ✓2 years of trade data for analysis
- ✓Unlimited CSV imports (all brokers)
- ✓Custom CSV field mapping
- ✓Auto-match closing trades
- ✓Tax lot method selection (FIFO, LIFO, etc.)
- ✓Unlimited portfolios
- ✓Cash account tracking (savings, HYSA & more)
- ✓Forex trading (currency pairs)
- ✓Global price refresh every 5 min (stocks, ETFs, crypto, forex & more)
- ✓5 price alerts
- ✓Full P&L insights & win rate stats
- ✓Portfolio analytics & performance insights
- ✓Portfolio AI — ask questions about your actual holdings
- ✓150,000 AI tokens/month
- ✓PDF export (5/month)
- ✓50 company profile lookups per month
- ✓Broker connections (20+ brokerages)
- ✓In-app support messaging
Best Value
Premium
$7.99/mo
- ✓Unlimited open trades
- ✓Unlimited trade data for analysis
- ✓Unlimited CSV imports (all brokers)
- ✓Custom CSV field mapping
- ✓Auto-match closing trades
- ✓Tax lot method selection (FIFO, LIFO, etc.)
- ✓Unlimited portfolios
- ✓Cash account tracking (savings, HYSA & more)
- ✓Forex trading (currency pairs)
- ✓Global price refresh every 1 min (stocks, ETFs, crypto, forex & more)
- ✓Unlimited price alerts
- ✓Advanced insights: sector allocation, risk metrics & benchmarking
- ✓Portfolio AI — ask questions about your actual holdings
- ✓300,000 AI tokens/month
- ✓Tax reports & capital gains
- ✓Wash sale detection
- ✓Multi-year tax history
- ✓Broker connections (20+ brokerages)
- ✓Unlimited PDF exports
- ✓Unlimited company profile lookups
- ✓Priority support