Simple pricing
Research is free. Pro is for tracking your own portfolio and using AI every day. Monthly and yearly plans have the same features.
Free
$0
Research, compare and model cash flow. Track one portfolio.
Pro
$4.99/month
or $49/year (billed $49 once a year)
Cancel anytime in the billing portal; Pro stays active until the end of the paid period. Your data is kept if you return to Free.
| Feature | Free | Pro |
|---|---|---|
| Fund pages, screener, comparisons | All 26 funds, no sign-up | Same |
| Cash flow lab | Single fund, fixed DRIP and monthly flows | Weighted portfolios, dated flows, saved versions |
| Portfolios | 1 portfolio, 10 holdings | 10 portfolios, 500 holdings |
| Standard CSV import and manual entry | Included | Included |
| AI import (screenshots, PDFs, any CSV) | One successful import | Included (fair use, file limits apply) |
| AI assistant | 5 questions per day | Included for personal use |
| Deep research reports | Examples only | 5 per day, 2 at a time |
| Saved scenarios | 1 | 50 |
| Continuing research that updates on new data | — | 10 tasks |
| Notifications | In-app | In-app with personal impact, weekly email |
| Export your data | Included | Included, plus research exports |
AI usage limits reset daily at 00:00 UTC. Prices in USD; applicable taxes may be added at checkout.