§ Pricing
Stewardship for every scale.
Start free and keep the free plan for as long as you like. Upgrade when you want the AI desk, the full scanner and the weekday morning brief.
Save 20%
Free
For retail investors getting started
$0/mo
Free forever
- Up to 10 holdings, live prices
- Efficient frontier, Max Sharpe & Min Variance
- 1 historical stress test a month
- Risk Lab: VaR, beta, correlation
- Live technical verdicts & watchlist alerts
- What-If Simulator & goals-based planning
Most popular
Pro
For active traders and serious investors
$15/mo
Billed annually ($180/yr)
- +Everything in Free, plus:
- Auto Pilot (daily + trigger reviews)
- Up to 200 holdings
- Hierarchical Risk Parity & Black-Litterman
- Sector caps & factor-exposure constraints
- AI sentiment signals from news & filings
- Unlimited historical stress tests
- Drift & macro-regime rebalancing alerts
- AI deep-dives, analyst chat & morning brief
- Opportunity scanner & signal track record
- Tax Center: tax lots, harvesting, wash-sale checks
Advisor
For financial advisors and wealth managers
$64/mo
Billed annually ($768/yr)
- +Everything in Pro, plus:
- Advisor Command Center for multiple clients
- Daily AI advisor brief & client exception alerts
- Up to 2,000 holdings
- Custom AI-generated stress scenarios
- Claude / ChatGPT assistant connection (MCP)
- Expanded scanner results
- Priority AI analysis
- Dedicated support
What upgrading does and doesn't do
- Cancel anytime, in one click from your account
- Switch between monthly and annual whenever you like — billing is prorated
- Your Free plan data stays exactly where it is when you upgrade
- We never connect to or trade in your brokerage account
Compare every feature
| Feature | Starter | Pro | Institutional |
|---|---|---|---|
| Live prices & technical verdicts | |||
| Holdings limit | 10 | 200 | 2,000 |
| Efficient frontier / Max Sharpe / Min Variance | |||
| Hierarchical Risk Parity | — | ||
| Black-Litterman with AI views | — | ||
| Sector & factor constraints | — | ||
| Risk Lab (VaR, CVaR, factors) | |||
| Historical stress tests | 1 / month | Unlimited | Unlimited |
| Custom AI stress scenarios | — | — | |
| AI sentiment & macro signals | — | ||
| Drift & regime rebalancing alerts | — | ||
| AI deep-dive analysis | — | ||
| Opportunity scanner | — | ||
| Morning brief digest | — | ||
| Ask Marvelous AI copilot (explained answers) | — | ||
| Auto Pilot (daily + trigger reviews) | — | ||
| What-If Simulator | |||
| Goals-based planning | |||
| Tax Center & loss harvesting | — | ||
| Advisor Command Center (multi-client) | — | — | |
| Brokerage CSV import | |||
| Assistant connection (MCP) | — | — | |
| Priority AI queue | — | — | |
| Start free | Subscribe | Contact us |
All plans include the full six-lens technical engine · Cancel anytime
Still deciding?
Run a free verdict on any ticker, or read this week's recap — no account needed. Questions about the free plan are answered on the FAQ.