Simple, Transparent Pricing
Start free, upgrade when you're ready. No surprises, no hidden fees.
MonthlyAnnualSave 35%
Free
$0/ forever
Perfect for getting started
- 1 portfolio
- 1 account per portfolio
- Manual entry
- Basic performance tracking
- 1 strategy comparison
- Basic allocation charts
Most Popular
Pro
$12/ month
Billed $149/year
For serious investors
- Everything in Free, plus:
- Unlimited portfolios & accounts
- CSV import
- Multi-model AI analysis (3 models)
- Conversational AI refinement
- Tax-loss harvesting engine
- Dividend tracking & projections
- Full strategy engine (5+ strategies)
- Advanced analytics & fundamentals
- Actionable rebalancing plans
- Data export (CSV/JSON)
- Bring Your Own AI keys
- Paper / shadow portfolios
Compare Plans
| Feature | Free | Pro |
|---|---|---|
| Portfolio Management | ||
| Portfolios | 1 | Unlimited |
| Accounts per portfolio | 1 | Unlimited |
| Manual entry | ||
| CSV import | ||
| Paper / shadow portfolios | ||
| AI & Analytics | ||
| AI-powered analysis | ||
| Multi-model consensus (3 AI) | ||
| Conversational refinement | ||
| Bring Your Own AI keys | ||
| Strategy comparisons | 1 | Unlimited |
| Advanced analytics | ||
| Tax & Dividends | ||
| Tax-loss harvesting | ||
| Dividend tracking | ||
| Income projections | ||
| Data & Export | ||
| Rebalancing plans | ||
| Data export | ||
Frequently Asked Questions
Everything you need to know about PortfolioTracker.