Pricing

Choose your plan

No ads. Not selling data. We build the best product just for you

Community

Free (forever)

Everything you need to create, track and experiment with your portfolios.

  • Track as many portfolios as you like
  • One-click import for 1 portfolio (?)
    Import your portfolio in seconds, securely from your bank or brokerage account
  • Share your portfolio and get feedback
  • See your net-worth
  • Weekly emails with updates about your net-worth

FireStarter

$99 /year

Everything in Free, plus essential tools for growing your net-worth.

  • One-click daily sync for 1 portfolio (?)
    Import and sync your portfolio in seconds, securely from your bank or brokerage account
  • Simple ideas on how to improve your portfolios (not financial advice) - coming soon (?)
    Ideas for tax-loss harvesting and similar assets with lower fees
  • See your net-worth over time
  • Weekly emails with the biggest movers

Premium

$499 /year

Everything in FireStarter, plus family tools and wholistic insights.

  • Daily sync for unlimited portfolios (?)
    Import and sync as many portfolios you want in seconds, securely from your bank or brokerage account
  • Advanced ideas to save money and improve your portfolios (not financial advice) like tax loss harvesting suggestions and rebalancing
  • Weekly health checkof your portfolio (not financial advice)
  • Add your partner and track your households's net-worth
  • See fees from mutual funds
  • Dedicated mobile app

Frequently asked questions

Is there a free plan?

Yes and it features tracking unlimited portfolios, simple suggestions and net-worth tracking.

Do you sell my data?

We will never sell or even share your data. We make money from people paying subscriptions.

Can I cancel whenever I want?

Yes, you can cancel from your dashboard just with one click and you'll have your subscription active until the end of your payment cycle.

Net-worth Portfolios Community Settings