Pricing
The free plan has no time limit. Pro is USD 99.99 a year or 12.99 a month, bought inside the iPhone and iPad app.
Free
USD 0
with no time limit
- 5 holdings in 1 portfolio
- Live prices and exchange rates
- Both measures of return
- CSV import and export
- Works offline
Pro
USD 99.99
a year, or 12.99 a month
- Unlimited holdings and portfolios
- Everything in the list below
- A review against your own limits, with the trades to get back
- PDF reports and price alerts
For comparison, a 1% advisory fee on the sample portfolio would be USD 46,576 a year.
What Pro includes
The same list the app shows before you subscribe.
- Portfolio review against your limitsEvery limit you are past and the amounts that would bring you back, worked out on your phone
- Scenarios and stress testsMarket shocks, currency effects and a trade’s impact before you place it
- Drift and benchmarksYour allocation against its targets, your returns against the indices
- Income projectionsDividends, coupons and rent, forecast month by month
- Tax lots and residencyCost basis by lot, loss harvesting, gains under your own tax rules
- PlanningHuman capital and the work-optional number
- BehaviourThe behaviour gap, the decision journal, the pre-trade guardrail and nudges
- Reports and sharingQuarterly reports, PDF export and a summary for your financial planner
- Unlimited holdings and portfoliosFree covers 5 holdings in one portfolio; Pro adds the household view
- Price alertsA notice when a holding crosses your price
- RecordsDocuments, tags and API access
- The full AcademyEvery lesson on investing, risk and the metrics behind your portfolio
The overview shows most of these screens, taken from a sample portfolio.
Buying and cancelling
You subscribe inside the app, from Settings or from any screen marked Pro. Apple takes the payment, and the App Store shows the price in your own currency, so it may not match the US dollar figures here.
A subscription renews until you cancel it in your Apple account’s subscription settings. Pro stays on until the end of the period you have paid for.
Pro is sold only through the App Store. There is no Android version.