Choose Your Plan
Every plan includes SEC-backed health scores and valuation analysis. All inputs aggregate into one unified portfolio view.
Monthly
Annual
2 months free
| Feature | Starter | Pro | Premium |
|---|---|---|---|
| Portfolio | |||
| Unified portfolio viewAll inputs aggregated by ticker in one view | ✓ | ✓ | ✓ |
| Holdings limit | 10 | 50 | Unlimited |
| Manual entry | ✓ | ✓ | ✓ |
| Spreadsheet importSchwab, Fidelity, Vanguard, E*Trade, Robinhood | ✓ | ✓ | ✓ |
| Brokerage sync *Auto-import via SnapTrade (read-only) | — | 1 connection | 5 connections |
| Company Score Card & AnalysisHealth scores, valuation, DCF bands, financials | ✓ | ✓ | ✓ |
| Stock Valuation3-layer model: multiples, growth-adjusted, DCF | ✓ | ✓ | ✓ |
| Real-time synced gains/lossesLive P&L from brokerage data | — | ✓ | ✓ |
| Performance chartPortfolio value over time with top movers | — | ✓ | ✓ |
| Compare CompaniesSide-by-side health, valuation, financials | — | ✓ | ✓ |
| Research | |||
| Smart WatchlistTrack stocks with auto health & valuation scores | 10 stocks | 25 stocks | 200 stocks |
| Stock Report Card viewsFull analysis per unique ticker (rolling 30 days) | 25 | Unlimited | Unlimited |
| Stock ScreenerFilter by sector, score, valuation zone | 10 results | 100 results | Unlimited |
| Saved screener filters | — | 5 | Unlimited |
| Weekly Sector Leaders NewsletterHighest-ranked stock in each GICS sector from our screener pipeline | ✓ | ✓ | ✓ |
| Analysis Layer | |||
| Portfolio Performance DigestBrokerage portfolio recap with P&L, best/worst, SMA momentum | — | Monthly | Weekly |
| Valuation alertsNotifications when stocks cross valuation bands | — | Daily (25 active) | Real-time (unlimited) |
| Valuation accuracy backtestingForward-return tracking on alert accuracy | — | ✓ | ✓ |
| Conviction history archiveTrack how your thesis on a stock changed over time | — | — | ✓ |
| CSV / PDF export | — | — | ✓ |
| Support | |||
| FAQ & knowledge base | ✓ | ✓ | ✓ |
| Trouble ticket support | — | ✓ | ✓ |
| Priority support | — | — | ✓ |
* Brokerage sync connects your accounts from Schwab, E*Trade, Fidelity, Vanguard, Robinhood, and 50+ others through SnapTrade. Read-only access only — we never place trades or modify your accounts. All inputs (brokerage, spreadsheet, manual) aggregate into one unified portfolio view at the ticker level.
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