Standard

• ✓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
• ✓300,000 AI tokens/month
• ✓PDF export (5/month)
• ✓50 company profile lookups per month
• ✓Broker connections (20+ brokerages)
• ✓In-app support messaging