Wealth RebalancerVisual portfolio intelligence
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Pricing

Clear price.
Clearer portfolio.

The core rebalancer is free - permanently. Upgrade to Pro when you want real-time data, unlimited portfolios, and AI that actually knows your holdings.

Free
$0 /mo

The essentials - yours to keep, forever.

  • 1 portfolio
  • Manual rebalancing workflow
  • Target weights & buy plan
  • Basic stock & ETF search
  • 3 active drift alerts
  • Model portfolio templates
Start free - no card needed
Pro Most popular
CA$4.99 /mo

The full picture, for investors who mean it.

  • Everything in Free
  • Unlimited portfolios
  • Real-time market data
  • Advanced heatmaps & drift views
  • ETF compare & exposure analysis
  • Unlimited alerts & weekly summaries
  • Wealthy AI - ask your portfolio anything
  • Full model portfolio library
  • Brokerage integrations Soon
Start 7-day free trial →
🎁 7-day free trial 💳 No card for Free plan ↩ 30-day money-back 🔓 Cancel anytime

Everything side by side

Know exactly what you're getting before you decide.

Feature Free Pro
Portfolio
Portfolios1Unlimited
CSV / XLSX import✓✓
Target weights & allocation✓✓
Holdings heatmap-✓
ETF compare & overlap-✓
Market Data
Quote dataEnd-of-dayReal-time
Live drift calculations-✓
Rebalancing
Buy plan calculator✓✓
Drift alerts3 alertsUnlimited
Weekly email summaries-✓
Research
ETF screenerBasicFull
Model portfoliosTemplates onlyFull library
Wealthy AI-✓
Integrations
Brokerage sync-Soon
FAQ

Common questions

Yes - the free plan is fully functional for setting up your portfolio, defining target allocations, and running buy plans. No trial period. No credit card. It stays free.
Pro subscribers get live market prices powering drift calculations and the rebalancer in real time, instead of end-of-day delayed quotes.
Wealthy AI is a conversational AI built into your portfolio. Ask it anything - concentration risk, where to invest next, TFSA vs RRSP placement, ETF overlap - and get plain-English answers grounded in your actual holdings.
Sign up for Pro and get full access for 7 days at no cost. Cancel before the trial ends and you won't be charged. Or use the 30-day money-back guarantee if you forget.
Yes. Upgrade or downgrade whenever you like. If you downgrade, your data is preserved and you'll simply revert to free plan limits.
Coming soon - Pro users will be able to connect their brokerage accounts directly so your portfolio syncs automatically, no CSV upload needed.

Ready to invest with conviction?

Start free and upgrade whenever you want the full picture. No surprises.

Start free Start 7-day Pro trial →

No credit card for free plan  ·  7-day trial for Pro  ·  30-day money-back guarantee