Simple pricing. Everything included.
One platform for backtesting, fundamental analysis, asset research, and portfolio monitoring — with an AI layer that explains only what the engine has calculated. Start free. Upgrade when you need more.
Free
$0
Free forever · no credit card required
Backtesting
- 10 backtest portfolios
- Unlimited backtests
- 3 saved backtests/mo
- Up to 30 assets per portfolio
- Up to 10 years of daily data
- 4 strategies (equal weight, buy & hold, momentum, constant mix)
- Custom-date stress tests
Fundamentals
- 3 company views/mo
- 1 AI report/mo
Asset Analysis
- 5 asset analyses/mo
Portfolio Monitoring
- 5 monitoring portfolios
- 30 holdings per portfolio
Free public tools
- DCA Calculator
- ETF Overlap Analyzer (no signup)
No export on Free.
Premium
$9.90/mo
$15.75/mobilled annually
$119 per year (was $189)
Lock in this price for life — it never goes up.
Everything in Free, plus:
Backtesting
- 50 backtest portfolios
- Unlimited backtests
- 100 saved backtests/mo
- Up to 30 assets per portfolio
- Up to 20 years of daily data
- All 4 strategies
- Custom-date stress tests
- Correlation analysis — quarterly correlation matrices showing how your assets co-moved, to gauge real diversification
- Detailed rebalance history — every periodic rebalance and how each asset's weight shifted across the timeframe
- AI backtest analysis — an AI-generated summary of the run's performance, risk, and allocation
- Export enabled
Fundamentals
- 300 company views/mo
- 100 AI reports/mo
Asset Analysis
- 200 asset analyses/mo
Portfolio Monitoring
- 100 monitoring portfolios
- 200 holdings per portfolio
- AI Diversification (100 analyses/mo)
Everything you need in one platform
Four modules, one platform.
Backtesting
- Daily data simulations
- Transparent rebalancing logs
- Quarterly correlation matrices
Asset Analysis
- ETF deep dives
- Side-by-side comparisons
- Expense and risk analysis
Fundamental Analysis
- Financial statements
- Valuation metrics
- AI-powered company summaries
Portfolio Monitoring
- Allocation tracking
- Drift analysis
- Diversification and correlation views
Common questions
Is there a free plan?
Yes. Free is free forever, no credit card. It includes unlimited backtesting, plus asset analysis, fundamental research, and portfolio monitoring with monthly quotas, and the public DCA Calculator and ETF Overlap Analyzer.
How much is Premium?
$119 per year ($9.90/mo, billed annually). Lock in this price for life — it never goes up.
What do I get on Premium that Free doesn't have?
Much higher monthly quotas across every module, up to 20 years of daily data, data export, and AI Diversification on your monitored portfolios.
Do I need a credit card to start?
No. Create an account and start on Free.
Are the DCA Calculator and ETF Overlap Analyzer free?
Yes, fully free and with no signup required.
Start with the data.
Create an account and start on Free. Upgrade when you need more.
Get Started FreeNo credit card required.