Plans for Every Investor — From Tracking to AI Advisory

Professional-grade wealth tracking and portfolio analytics for individuals.

• ✓Unlimited asset and liability tracking
• ✓Periodic portfolio synchronization
• ✓Statement upload (PDF & Excel)
• ✓Performance analytics and reporting
• ✓Multi-currency support
• ✓Bank-grade security
• ✓Email support
• ✓Export to Excel and PDF

Advanced portfolio analytics and AI-powered insights for HNWI and Family Offices.

• ✓Everything in Basic
• ✓AI-powered portfolio insights
• ✓Risk analytics (volatility, diversification scores)
• ✓Multiple portfolios
• ✓Cash flow forecasting
• ✓User and role management
• ✓Priority email support
• ✓Ownership structure and entity management

AI-powered wealth management: personalized investment recommendations, AI-driven rebalancing, tax optimization, and goal-based financial planning.*

• ✓Everything in Pro
• ✓Personalized portfolio recommendations
• ✓AI-driven rebalancing suggestions
• ✓Tax optimization opportunities
• ✓Goal-based investment planning
• ✓Custom asset allocation advice
• ✓Dedicated support
• ✓Early access to new features