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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 15 assets with limited history 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 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.