Subscription Plans and Pricing

Free

Free

Personal and Educational Use
No Login Required
  • Portfolio Backtesting (1)
  • Monte Carlo Simulation
  • Portfolio Optimization
  • Factor Regression
  • Asset Analytics
  • Tactical Allocation Models (2)
  • Save and Import Portfolios (3)
  • Save Simulation Models
  • Save Optimization Models
  • Save Tactical Allocation Models
  • Excel/CSV/PDF Export
  • Configurable Asset Backfills
  • Customized PDF Reports (4)
  • Custom Data Series (5)
  • Management Fees
  • Save Capital Market Assumptions
  • Customized Tax Assumptions
  • Team Member Account Synchronization (6)

Basic

$30 / month

Personal and Educational Use
Billed Annually
  • Portfolio Backtesting (1)
  • Monte Carlo Simulation
  • Portfolio Optimization
  • Factor Regression
  • Asset Analytics
  • Tactical Allocation Models (2)
  • Save and Import Portfolios (3)
  • Save Simulation Models
  • Save Optimization Models
  • Save Tactical Allocation Models
  • Excel/CSV/PDF Export
  • Configurable Asset Backfills
  • Customized PDF Reports (4)
  • Custom Data Series (5)
  • Management Fees
  • Save Capital Market Assumptions
  • Customized Tax Assumptions
  • Team Member Account Synchronization (6)

Pro

$55 / month

Personal and Commercial Use
Billed Annually
  • Portfolio Backtesting (1)
  • Monte Carlo Simulation
  • Portfolio Optimization
  • Factor Regression
  • Asset Analytics
  • Tactical Allocation Models (2)
  • Save and Import Portfolios (3)
  • Save Simulation Models
  • Save Optimization Models
  • Save Tactical Allocation Models
  • Excel/CSV/PDF Export
  • Configurable Asset Backfills
  • Customized PDF Reports (4)
  • Custom Data Series (5)
  • Management Fees
  • Save Capital Market Assumptions
  • Customized Tax Assumptions
  • Team Member Account Synchronization (6)
(1) Basic and pro plans support up to 150 assets with YTD results, free tier supports portfolios with up to 25 assets and excludes the current month-to-date results.
(2) Basic and pro plans include YTD results and display of forward trade signals for tactical allocation models.
(3) Basic plan allows 50 portfolio models to be saved and and pro plan enables 150 portfolio models.
(4) Customize fonts, color themes, branding logos, and disclosures. Include or exclude specific report sections.
(5) Create and import custom return series for use as portfolio assets and benchmarks.
(6) Synchronize model portfolios, report templates, fee structures, and other settings across multiple team member accounts.