Pricing & Tiers

Start with our free Public Index analysis, or unlock your Private Index with Pro.

FeatureFree (Public Index)Pro (Private Index) — $20/mo
Data SourceMag 7 Benchmarks (Static)Plaid-Connected Brokerage (Real-Time)
Risk AnalysisSystematic risks of the "Mag 7" giants.Custom Portfolio Risk Index
PrivacyPublicly available data only.Browser-Only Isolation. Holdings never hit our servers.
MonitoringSector-level drift tracking.Trade Performance vs Associated Index
InsightsBasic factor exposure.Relative Performance of Top Positions

Free (Public Index)

$0/month

Analyze the Mag 7 giants with static benchmarks. Perfect for understanding systematic risks.

Most Popular

Pro (Private Index)

$20/month

Secure Plaid integration with browser-only analysis. Your holdings never touch our servers.

The 3-Step Pro Workflow

1

Understand Your Edge

Generate a custom Risk Index that accounts for overlapping mutual fund and stock factors.

2

Scale Tax-Efficiently

Use precision ETF hedges to dial down specific risks without selling your core winners.

3

Monitor with Precision

Track the performance of your top positions and hedges relative to their underlying benchmarks to ensure your plan is working.

Questions?

What happens after I link my portfolio?

We securely connect via Plaid to read your holdings (read-only). You'll receive weekly emails with your portfolio's factor exposures, risk metrics, and recommended hedge ratios to neutralize unwanted risks.

Can I change my tracked tickers?

Yes! You can update your 5 tracked tickers anytime from your dashboard. Changes take effect on your next scheduled update.

Is my data secure?

Absolutely. We use Plaid's bank-level encryption. We never see or store your brokerage credentials. All data is encrypted at rest and in transit.

Can I cancel anytime?

Yes, cancel your Pro subscription anytime. You'll retain access until the end of your billing period, then revert to the Free tier.