Pricing
Three tiers. Zero percent of AUM.
The full terminal is free. Pro adds thesis monitoring and tax intelligence. Max adds the agent.
Free
$0forever
- Full terminal and portfolio dashboard
- AI stock analysis
- Connected brokerages via Plaid
- Daily brief (general)
- Actions inbox
- Portfolio Wrapped
ProMost popular
$20/mo
- Thesis monitoring (theses, detail, cited evidence)
- Earnings exposure tracking
- Tax center with tax-loss harvesting
- Conviction-led tailored brief
- Everything in Free
Max
$50/mo
- The agent (reassessment artifact, agentic investigation, shared-exposure)
- Thesis Builder (pre-buy)
- Factor lens
- Coming: real-time, iOS, advisor
- Everything in Pro
Cancel anytime · Secure via Stripe
Frequently asked questions
What's included in the Free plan?
The full terminal: portfolio dashboard with brokerage sync via Plaid, AI stock analysis, the general daily brief, the actions inbox, and Portfolio Wrapped. No credit card required.
What does Pro add?
Pro is $20/mo. It adds thesis monitoring (your theses, detailed views, and cited evidence), earnings exposure tracking, the tax center with tax-loss harvesting, and a conviction-led tailored brief.
What does Max add?
Max is $50/mo. It includes everything in Pro plus the agent (reassessment artifact, agentic investigation, and shared-exposure analysis), the Thesis Builder for pre-buy work, and the factor lens. Real-time data, iOS, and advisor features are coming.
Can I cancel anytime?
Yes. Cancel your subscription at any time. You keep access through the end of your billing period. No questions asked.
Is my data secure?
Bank-level encryption, read-only access via Plaid, and row-level security on all user data. We never store your banking credentials and never sell your data. Ever.