Simple pricing, powerful tools
Start free and upgrade when your portfolio demands it.
Free forever
- 1 portfolio, 10 holdings
- Manual entry only
- Dividend income tracker
- Margin analysis & safety score
- Portfolio snapshots (30 days)
- All public calculators
- Community support
Billed monthly
- 3 portfolios, unlimited holdings
- Brokerage sync (Robinhood, Schwab, Fidelity)
- Budget & expense tracking
- Live Off Margin strategy planner
- Deposit optimizer (7 strategies)
- FIRE projections (120-month model)
- 1 year snapshot history
- Email support
Billed monthly
- Everything in Starter
- Unlimited portfolios & holdings
- Payday Plan with purchase recs
- Hedge analysis & tracking
- Rebalancing recommendations
- Portfolio weights editor
- Unlimited snapshot history
- Priority support
No credit card required. Upgrade or cancel anytime.
Frequently asked questions
Is there really a free tier?
Yes. The Free plan gives you 1 portfolio with up to 10 holdings, manual entry, and access to all our public calculators. No credit card, no time limit.
Do I need a credit card to sign up?
No. The Free plan is completely free with no credit card required. When you're ready to upgrade, you can add a payment method from your billing settings.
Can I switch plans later?
Absolutely. Upgrade, downgrade, or cancel at any time. If you downgrade mid-cycle, you'll keep your current plan until the end of the billing period.
How does brokerage sync work?
Available on Starter and Pro plans, we integrate with major brokerages via secure read-only connections. Your holdings, cost basis, and margin balances are auto-imported and kept up to date.
Is my financial data secure?
Your data is encrypted at rest and in transit. We use read-only brokerage connections and never store your brokerage credentials directly.
Start building your dividend income today
Free to start. Upgrade when your portfolio demands it.