Start with the plan that fits where you are. Every paid plan includes a full 14-day free trial — cancel anytime, no charge until the trial ends.
Explore the platform — no credit card needed.
No credit card required
No credit card required
Everything you need to start investing with confidence.
Annual invoice of $48
Cancel anytime during trial · No charge
Serious tools for the everyday investor.
Annual invoice of $180
Cancel anytime during trial · No charge
Pro-tier tools shared across your household.
Annual invoice of $468
Cancel anytime during trial · No charge
For teams, RIAs, and institutions.
Tailored to your organization
We reply within 1 business day
| Features | Free Free | Starter $4/mo | Advanced $15/mo | Family $39/mo | Enterprise Custom |
|---|---|---|---|---|---|
| Core Platform | |||||
| Portfolio dashboard | Basic | ||||
| Real-time market data | Delayed | Delayed | |||
| Watchlists | 3 slots | 5 slots | Unlimited | Unlimited | Unlimited |
| Mobile app | |||||
| Congressional Trading | |||||
| Trade alerts | 24hr delay | Real-time | Real-time | Real-time | |
| Politician filtering | |||||
| Historical trade database | 90 days | Full history | Full history | Full history | |
| Trade pattern analysis | |||||
| Analytics & Intelligence | |||||
| Portfolio risk scoring | |||||
| Sector exposure analysis | |||||
| Government contracts & lobbying | |||||
| Patent filing intelligence | |||||
| Custom reports & export | |||||
| Household & Team | |||||
| Accounts included | 1 | 1 | 1 | Up to 5 | Unlimited |
| Shared watchlists | |||||
| Team management | |||||
| Organization Hub | |||||
| Support & Integrations | |||||
| Community access | Read only | Read only | Full | Full | Full |
| Notifications | Email | Email + Push | Email + Push | Email + Push + API | |
| Support | Help center | Help center | Priority email | Priority | Dedicated manager |
| API access | Limited access | Customized access | Full | Full + custom | |
Yes, a card is required so your account can continue seamlessly once the trial ends — but you will not be charged for 14 days, and you can cancel anytime from your account settings during the trial with zero charge.
On day 15 your card is charged for the plan and billing interval you selected. We send a reminder email 3 days before the trial ends so you can change your mind or switch plans.
Yes. Cancel from your account settings at any time — during the trial, or after. If you cancel during a paid billing period, you keep access until the end of that period.
Any time. Upgrades take effect immediately with a prorated charge for the remainder of the billing cycle. Downgrades take effect at the end of the current period.
If you forget to cancel and get charged, email support within 14 days of the charge and we will refund in full, no questions asked.
All major credit and debit cards via Stripe. Apple Pay and Google Pay are supported on compatible devices. Enterprise customers can invoice ACH.
We never store your brokerage credentials. Live brokerage connections use read-only tokens through regulated aggregators, and everything in transit is encrypted (TLS 1.2+).
Try any paid plan free for 14 days. No charge until the trial ends, cancel whenever.