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Choose Your Plan

Start free and upgrade when you need automated insights for your portfolio or your business.

Individual
For investors building and monitoring personal portfolios
Free
$0

Forever free

✓ Portfolio analysis & risk breakdown
✓ Personalised portfolio builder
✓ Monte Carlo projection simulator
✓ CSV import
✓ Cloud save (unlimited portfolios)
✓ 1 weekly report trial
✗ Automated weekly reports
✗ Financial Freedom Tracker
✗ Portfolio Score insights
Get Started Free
Recommended
Pro
USD 14.99

per month

✓ Everything in Free
✓ Automated weekly reports
✓ Weekly report email delivery
✓ Early Risk Signals
✓ Financial Freedom Tracker
✓ Portfolio Score insights
✓ AI-powered strategy intelligence
✓ Priority support

Insights are informational and not investment recommendations.

or choose a business plan
Business
For business owners who want runway, cost visibility, and weekly business health insights
Most Popular
Pro
USD 14.99

per month

✓ Everything in Free
✓ Automated weekly business reports
✓ Weekly report email delivery
✓ Business health monitoring
✓ Runway visibility
✓ Cost pressure tracking
✓ Scenario intelligence
✓ Asset and cost breakdown insights
✓ Priority support

Business insights are illustrative and estimated. Not financial or business advice.

or get everything with Pro+
Pro+
The complete bundle — individual portfolio intelligence and business financial tracking in one plan
Most Popular
Pro+
USD 24.99

per month

All-in-one financial intelligence

Individual Pro — everything included
✓ Automated weekly portfolio reports
✓ Financial Freedom Tracker
✓ Early Risk Signals + AI strategy insights
✓ Portfolio Score insights
Business Pro — everything included
✓ Automated weekly business reports
✓ Runway visibility + cost pressure tracking
✓ Business health monitoring
✓ Scenario intelligence
Unified access to both systems
Switch seamlessly between your personal portfolio dashboard and your business financial dashboard — one subscription covers both.
✓ Priority support

Insights are informational and not investment or business advice.

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Educational use only — not financial advice. Cancel anytime from your Stripe billing portal.