Plan Comparison
| Feature | Free | Premium ($89/mo) |
|---|---|---|
| Portfolios, positions, watchlist and alerts | Starter limits | Raised well beyond typical use |
| Live prices and multi-currency tracking | Yes | Yes |
| Allocation, performance and risk analytics | Yes | Yes |
| Dividend and income tracking | Yes | Yes |
| Equity Research (filing-grounded, cited) | One guided answer | Included, fair use |
| Research assistant over filings and financials | No | Yes |
| Natural-language screening | No | Yes |
| Watches on your own criteria | No | Yes |
| Bank Call Report detail (85 US banks) | No | Yes |
| CSV export and portfolio sharing | No | Yes |
| Full account export (JSON) | Yes | Yes |
Exact limits are not listed because they are not what the plans are really about, and because the app states the figure at the moment you reach one. The company financials, screener filter-builder, peer comparison and ownership data are free on any signed-in account; Premium is about the research layer built on top of them.
Annual Billing
Save with annual billing: Premium is $890/year versus $1,068 billed monthly, so you get two months free. You can choose your billing interval during checkout. Annual refunds are on request, not automatic: contact us and we refund the unused whole months, with access ending when the refund is issued. Cancelling on its own stops the renewal but does not issue a refund.
How to Upgrade
Go to Settings > Subscription and click the upgrade button for your desired plan. Payment is processed securely through Stripe. You can also upgrade during registration by choosing a plan on the pricing page.