Subscription Plans and Pricing

We offer pricing plans suitable for all types of use. Your support will help us deliver continuous improvements to our platform.

Free

Free

Personal and Educational Use
No Login Required
Portfolio Backtesting (1)
Monte Carlo Simulation
Portfolio Optimization
Factor Regression
Asset Analytics
Timing Models (2)

Basic

$19 / month

Personal and Educational Use
Billed Annually
Portfolio Backtesting (1)
Monte Carlo Simulation
Portfolio Optimization
Factor Regression
Asset Analytics
Timing Models (2)
Save and Import Portfolios
Save Timing Models
Save Simulation Models
Excel/CSV/PDF Export

Pro

$39 / month

Personal and Commercial Use
Billed Annually
Portfolio Backtesting (1)
Monte Carlo Simulation
Portfolio Optimization
Factor Regression
Asset Analytics
Timing Models (2)
Save and Import Portfolios
Save Timing Models
Save Simulation Models
Excel/CSV/PDF Export
Customized PDF Reports (3)
Imported Data Series
Management Fees
Save Capital Market Assumptions
(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 resutls and display of forward trade signals for timing models.
(3) Customize fonts, color themes, branding logos, and disclosures. Include or exclude specific report sections.