Free
$0
Everything you need to get organized.
- 1 portfolio
- Manual rebalancing workflow
- Target weights & buy plan
- Basic stock & ETF search
- 3 active drift alerts
- Model portfolio templates
Pricing
Two plans. No surprises.
Start free and use the core tools at no cost. Upgrade to Pro when you want real-time data, unlimited portfolios, Wealthy AI, and model portfolios.
Pro
$4.99/mo
For active investors who want the full picture.
- 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 Coming soon
Is there really a free plan?
Yes — the free plan is fully functional for getting your portfolio organized, setting target allocations, and running buy plans. No credit card needed.
What does real-time data include?
Pro subscribers get live market prices powering drift calculations and the rebalancer, instead of end-of-day delayed quotes.
What is Wealthy AI?
Wealthy AI is a live, 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.
What are brokerage integrations?
Coming soon — Pro users will be able to connect their brokerage accounts directly so your portfolio syncs automatically, no CSV upload needed.
Can I switch plans anytime?
Yes. Upgrade or downgrade at any time. If you downgrade, your data is preserved and you'll simply revert to free plan limits.