Free to start. Plus for longer history, financial-goal analysis and withdrawal-rate analysis. Pro for PDF export and unlimited portfolios.
Billing cycle
No payment required.
About −18% vs 12 monthly payments, you save $10.88
* Taxes excluded. Verify the total at checkout.
** Subject to available data.
About −27% vs 12 monthly payments, you save $28.88
* Taxes excluded. Verify the total at checkout.
Subscription with automatic renewal (monthly or yearly). You can cancel anytime from Account › Subscription: access stays active until the end of the period already paid.
What each plan includes, beyond the cards above.
| Feature | Free | Plus | Pro |
|---|---|---|---|
| Data history | Up to 10 years | 30+ years ** | 30+ years ** |
| Portfolio backtest | Portfolio backtesting | ✓ | ✓ |
| ETF and fund analysis | ETF and fund analysis | ✓ | ✓ |
| Financial goal and withdrawal analysis | — | ✓ | ✓ |
| Risk-adjusted returns | — | ✓ | ✓ |
| Cloud portfolios | Up to 5 portfolios saved to the cloud | Up to 20 cloud portfolios | Unlimited cloud portfolios |
| Financial planner | — | ✓ | ✓ |
| Look-through fundamentals | — | ✓ | ✓ |
| Portfolio comparison | — | ✓ | ✓ |
| PDF report export | — | — | ✓ |
** Subject to available data.