Choose Your Plan

Individual Investors: 14-day free trial. Other plans: contact sales for a demo.

14-day free trial

Individual Investors

For self-directed investors: portfolio, tax tools, and AI signals

$35/month
  • Portfolio tracking & analytics
  • Tax Helper & wash-sale alerts
  • AI buy/hold/sell signals
  • Realized gains & tax exposure
  • Goal-based planning
  • 14-day free trial

Starter

Perfect for individual analysts and small teams

$99/month
  • Up to 5 users
  • Basic financial modeling
  • DCF & LBO analysis
  • 10GB storage
  • Email support
  • Basic AI analytics
Most Popular

Professional

Ideal for growing finance teams

$299/month
  • Up to 25 users
  • Advanced financial modeling
  • AI-powered analytics
  • 100GB storage
  • Priority support
  • Multi-agent AI workflows
  • Custom integrations
  • Advanced reporting

Enterprise

For large organizations with custom needs

Custom
  • Unlimited users
  • All Professional features
  • Dedicated account manager
  • Unlimited storage
  • 24/7 phone support
  • Custom AI training
  • On-premise deployment
  • SLA guarantee
  • Custom integrations
Contact Sales