portfolioSharingFrom your first portfolio to a broader view of your investments, there’s a plan for your journey.
Start tracking your investments and explore the community.
No subscription required
Create an accountA simple place to begin
More room to track, understand and share your investments.
Billed monthly
Everything in Free, plus
A broader toolkit for investors managing more complexity.
Billed monthly
Everything in Explorer, plus
All prices are in US dollars. Annual savings compare the annual price with 12 monthly payments. Market data may be delayed; valuations, returns and tax summaries are estimates.
Compare the proposed features and limits for each plan.
| FEATURE | Free | Explorer | Professional |
|---|---|---|---|
| PORTFOLIOS & TRACKING | |||
| Portfolios | 1 | Up to 5 | Up to 20 |
| Holdings per portfolio | Up to 25 | Up to 100 | Up to 500 |
| Transaction and cash tracking | Included | Included | Included |
| Portfolio valuation and basic performance | Included | Included | Included |
| Dividend income and reinvestment tracking | — | Included | Included |
| Multi-currency holdings and cash | — | Included | Included |
| Historical performance charts | — | Included | Included |
| Consolidated view across portfolios | — | — | Included |
| Custom assets and valuation history | — | — | Included |
| Reports, exports and tax summaries | — | — | Included |
| COMMUNITY & TOOLS | |||
| Discover and favorite portfolios | Included | Included | Included |
| Share your portfolio | Included | Included | Included |
| Share performance and allocations | — | Included | Included |
| Watchlists | 1 | Up to 5 | Up to 20 |
| API and MCP access | — | — | Included |
A dash means the feature is not included in the proposed plan. These plans and limits are not yet available for purchase.
Portfolios are private until you choose to share them. Sharing a portfolio makes its transaction history visible to signed-in members; cash, allocations and performance have separate controls.