Plans & Pricing
Start on the Free plan, no credit card required. Upgrade when you need more, cancel anytime.
Plans
US prices exclude sales tax, which is added at checkout where it applies.
On every plan, Free included
Stocks, ETFs, bonds, crypto and commodities, with the currency conversion done for you. What changes as you move up is depth and volume, not which parts of the app you may open.
Compare every plan
The caps below are read from the same settings the app enforces, so the numbers you compare are the numbers you get.
Compare plans
∞ means unlimited. A dash marks a feature that plan doesn't include.
Start on the Free plan.
Import a real portfolio and read your own numbers before you pay for anything. Broker sync and unlimited holdings are what Lite adds.
- No credit card and no time limit on the Free plan.
- No paid plan starts on its own: you pick one when you need it.
- Cancel a paid plan and the account returns to the Free plan.
What every plan tracks
Every plan tracks the whole portfolio, not a watchlist: stocks, ETFs, bonds, crypto and commodities, with the currency conversion done for you. The dividend calendar, the 12-month income forecast, the income simulator, performance against the major indices and the diversification breakdown are on every plan, Free included. Import from any broker with a CSV or an Excel file, or, on a paid plan, connect a read-only broker link and let it sync. What changes as you move up is depth and volume: how many portfolios and holdings you can hold, how fresh the market data is, and whether the screener, the alerts and the tax reporting are open to you.
The Free plan, and what a paid plan adds
Every account starts on the Free plan and asks for no credit card. It tracks one portfolio of up to 15 holdings and a one-ticker watchlist, with the calendar, the forecast, multi-currency totals, performance and diversification, for as long as you like. No paid plan starts on its own: you pick one when you need more. Lite lifts the holdings cap and adds broker sync, because a read-only broker link is the part that costs us money to keep in sync; Premium, Elite and Ultimate add the rest.
Currency, VAT and yearly billing
Prices start in the currency of the country you are reading from, and the switch above changes it. Every plan is sold in each of the currencies listed there at a price point set for that market, not converted from the euro at the rate of the day, so the figure you read is the figure you are charged. A year costs ten monthly payments rather than twelve, so two months are free. Prices include VAT or GST, except in US dollars, which exclude US sales tax, and in Canadian dollars, which exclude GST and HST.
Choosing a plan
Free is the plan for one portfolio and a short holdings list, with the calendar, the forecast and the simulator. Lite keeps the one portfolio, removes the holdings cap and adds broker sync. Premium raises the limits and adds the stock screener and the Dividend Kings list. Elite is where the tax work opens up: the withholding report, the filing view, and the dividend and risk alerts, on priority data. Ultimate is Elite with the limits removed. The table above carries the exact caps for each plan, read from the same values the app enforces, so the numbers you compare here are the numbers you get.
Run the free dividend calculator, no account needed →Read the frequently asked questions →
Questions about plans and billing
Is there a free plan?
Yes. Every account starts on it, with no credit card and no time limit. It tracks one portfolio of up to 15 holdings and a one-ticker watchlist, with the dividend calendar, the 12-month forecast, multi-currency totals, performance against benchmarks and the diversification view.
What does a paid plan add?
Lite lifts the holdings cap to unlimited and adds broker sync, so your positions refresh on their own. Premium, Elite and Ultimate add more portfolios, the screener, calendar sync, the tax reports, the alerts and fresher prices. Cancel a paid plan and the account returns to the Free plan at the end of the period.
Can I pay yearly?
Yes. The switch above reprices every card monthly or yearly, and a year costs ten monthly payments rather than twelve, so two months are free.
Which currency am I charged in?
The one the switch above shows, which starts on the currency of the country you are reading from. Each currency has its own price point set for that market, not a conversion of the euro price at the rate of the day.
Is VAT included in the price?
Yes, with two exceptions. Prices include VAT or GST everywhere except in US dollars, which exclude US sales tax, and in Canadian dollars, which exclude GST and HST. Both are added at checkout where they apply.
What do I need to start?
An email address and an export from your broker. Upload the CSV or Excel file your broker gives you and the calendar, the income forecast and the performance charts fill in from your own holdings.