Choose Your Intelligence Tier

Start analyzing your portfolio with institutional-grade insights

Starter

Perfect for individual investors

$19/mo
  • Executive Summary & Performance Analysis
  • Goal Tracking with Progress Metrics
  • Portfolio Volatility Analysis
  • Dividend Income Tracking
  • Market Context & Benchmarking
  • Portfolio Allocation Analysis
  • Weekly AI-Powered Reports
  • 14-day FREE trial
MOST POPULAR

Growth

For serious portfolio management

$39/mo
  • Everything in Starter, plus:
  • Track up to 3 Portfolios
  • Monte Carlo Simulations (10,000 scenarios)
  • Tax Loss Harvesting Analysis
  • Advanced AI Market Insights
  • Professional PDF Reports
  • Sector Rotation Analysis
  • Priority Email Support

Premium

Institutional-grade analysis

$79/mo
  • Everything in Growth, plus:
  • Unlimited On-Demand Reports
  • Technical Analysis & Chart Patterns
  • Options Strategy Analysis
  • Liquidity & Cash Flow Management
  • REST API Access for Automation
  • Track up to 5 Portfolios
  • Dedicated Account Manager

AlphaSheet Tracker

Professional Google Sheets Add-on for Portfolio Tracking

One-Time Purchase

$47
  • Real-time Price Updates (Stocks & Crypto)
  • Automatic P&L Calculations
  • Professional Portfolio Dashboard
  • Historical Performance Charts
  • Your Data Stays in Your Google Sheet
  • Lifetime License & Updates
  • 5-Minute Setup Process
  • One-time Purchase - No Subscription

Works with AlphaSheet Intelligence for complete portfolio analysis

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