Plans
Purchases are not yet enabled. No payment provider is connected, so no card can be charged and no plan can be purchased. Prices shown are the planned launch prices.
Free
$0
- Public learning hub and compound growth
- One manual portfolio, up to 5 investments
- Dated manual prices and partial-value labels
- One savings goal
- Clearly labeled Premium sample previews
Premium
$19.99/month
- Personal fee, car and stress-test calculators
- Saved snapshots and cash-flow comparisons
- Multiple portfolios and goalsComing soon
- Overlap from dated user-entered fund weights
- Multiple saved scenarios and comparisonComing soon
- Charts from dated manual valuationsComing soon
- CSV import/export and downloadable reportsComing soon
One-on-one meetings
Sold separately — not included in any plan. Educational sessions only, not personalized investment advice.
30 min
$150
60 min
$300