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Pricing

Two plans. Both start with 7 days free.

Core is everything we work out, for one account. Pro adds your other accounts in one view, and a plain-English guide that explains your numbers.

  • Core

    Everything we work out, for one brokerage account.

    $99a year

    That is $8.25 a month.

    Start 7-day free trial

    7 days free, no card needed. Pick a plan when you are ready.

    • One brokerage account, connected read-only (22 brokers supported)
    • Returns: time-weighted, Modified Dietz and money made
    • Risk: Sharpe, Sortino, worst fall, bad-day risk and up and down-market capture
    • The skill check: alpha, beta, t-stat and p-value, with a plain-English verdict
    • Trade review: every closed trade, and what holding on, the index or plain shares would have done
    • Holdings, cash flow and your full transaction history
    • Your numbers kept up to date automatically
  • Most complete

    Pro

    Several accounts in one view, and a guide that explains your numbers.

    $199a year

    That is $16.58 a month.

    Start 7-day free trial

    7 days free, no card needed. Pick a plan when you are ready.

    Everything in Core, plus:

    • Up to 5 accounts, at one broker or several
    • All portfolios: your accounts added up into one record, back to the oldest
    • A weekly plain-English review of your portfolio and how it got here
    • Ask about your own portfolio: what drove your results, what a number means for you, what stands out in your trading
    • Help reading every metric, explained with your own figures
    • Plain explanations of your record, never a recommendation to buy, sell or hold

In every plan

  • Read-only

    We can look at your history. We can never place a trade or move money.

  • Describes, never advises

    Everything here is about what already happened. Nothing tells you what to buy, sell or hold.

  • Your data stays yours

    It is used to work out your numbers and for nothing else, and only you can see it.

  • Delete it any time

    Remove your connection and your records whenever you want.

Questions about plans

What happens after the free trial?

Everyone starts with 7 days free, with no card. When the trial ends, pick Core or Pro, monthly or yearly, to keep your numbers coming. If you don't, nothing is charged and your account waits for you.

Can I switch plans or cancel?

Yes, at any time, from Your account. A switch starts straight away and the difference is charged or credited. Cancelling keeps your access until the period you paid for ends, and any payment can be refunded within 14 days.

What counts as an account?

One brokerage account at one broker. If you have an IRA and a margin account at the same broker, that is two. Core covers one; Pro covers up to 5, at one broker or several, and adds them up into one record.

Which brokers can I connect?

The 22 brokers on the home page connect through our data partner SnapTrade. Most use a sign-in on your broker's own page; a few take your broker username and password on SnapTrade's secure page instead, which we never see. Interactive Brokers connects through a free report you set up once, which takes about ten minutes. How far back your history goes depends on the broker.

Is the trade review advice?

No. It compares each trade with the prices that came before and after it, and describes the gap. Hindsight makes every decision look clearer than it was, so it says nothing about what to do next.

What does the guide in Pro do, and where does it stop?

It explains your own numbers: what drove your results, what a metric means with your figures in it, what stands out in your trading, such as giving back gains or options that did worse than plain shares. It will not tell you to buy, sell or hold anything, or say what prices will do. That would be investment advice, and the point here is an honest account of what already happened.

Not sure yet? Look around the demo first.