Pricing
The right plan for every advisor
Professional-grade research, charting and portfolio tools — pick the plan that fits how you work. Switch or cancel anytime.
Pro
Everything a solo advisor needs to research, chart and build.
$49.99/month
Billed monthly
Choose ProWhat's included
- Investment charting & total return
- On-the-fly model portfolios
- Fund & instrument search
- Fund families & categories
- Mini charts & watchlists
- Economy indicators
Best value
Pro Annual
The full Pro toolkit, billed yearly for two months free.
$540/year
$45/mo · save $60 vs monthly
Choose AnnualEverything in Pro, plus
- Everything in Pro
- Two months free every year
- Trading bot simulator
- SMAs & indices
- Priority email support
- Rate locked for 12 months
Pro + Orion
For advisory teams running on Orion households and models.
$199.99/month
Billed monthly · per seat
Choose Pro + OrionEverything in Pro, plus
- Everything in Pro
- Orion integration & households
- Manual model portfolios
- Compliance reviews
- Realtime reporting & PDF export
- Dedicated priority support
Cancel anytimeSOC 2 secure billing via Stripe