Investment Portfolio Pricing Plans

Our membership pricing is structured to be affordable for single investors or teams.

One Time Analysis

$6.99
  • Individual
  • 1 user
  • Premium productivity features and secure file delivery
  • Email and chat support
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Standard

$17 Month
  • Individual
  • Try free for 30 days
  • 1 user
  • Premium productivity features and secure file delivery
  • Priority email and chat support
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Professional

$12.50 /User/Month
  • Group
  • Try free for 30 days
  • 3+ users
  • Premium productivity features and secure file delivery
  • Easy-to-use team management system
  • Priority email, chat, and phone support
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Best Value

Advanced

$20 /User/Month
  • Group
  • Try free for 30 days
  • 3+ users
  • Premium productivity features and secure file delivery
  • Advanced team management system
  • Security and audit protection
  • Priority email, chat, and phone support
Get Started

Basic

$9.99 /User/Month
  • Individual
  • Try for 7 days
  • 1 user
  • Premium productivity features and secure file delivery
  • Email and chat support
Get Started