Simple, transparent pricing.
Start free. Upgrade when you need more from your tactical asset allocation tool.
Explorer
$0/forever
Perfect for getting started with tactical asset allocation
- 15 curated strategies
- Full strategy details & metrics
- 8 simulations/month
- 5 finder queries
- 10 AI messages/month
- Portfolio quiz
Most Popular
Pro
$39/month
For active investors
- All strategies
- Full strategy details & metrics
- 50 simulations/month
- Unlimited finder queries
- 50 AI messages/month
- Portfolio quiz
- Save 5 scenarios & 3 portfolios
- Auto signal tracking emails (up to 5)
- Compare up to 4 strategies
- Copy allocations
Institutional
$79/month
For serious portfolio managers
- All strategies
- Full strategy details & metrics
- Unlimited simulations
- Unlimited finder queries
- Unlimited AI messages
- Portfolio quiz
- Unlimited saved scenarios & portfolios
- Auto signal tracking emails (Unlimited)
- Compare up to 6 strategies
- Copy allocations
- PDF strategy & portfolio reports
- Priority updates
Compare plans in detail
Every feature, every limit, side by side.
| Feature | Explorer | Pro | Institutional |
|---|---|---|---|
Explore | |||
| Strategy library | 15 curated | All strategies | All strategies |
| Strategy details (metrics, equity curves, drawdowns, heatmaps, trade history) | ✓ | ✓ | ✓ |
| Current month allocations | 15 strategies | All strategies | All strategies |
| Copy allocations to trade | — | ✓ | ✓ |
| Compare strategies side-by-side | 3/mo, up to 2 | 15/mo, up to 4 | Unlimited, up to 6 |
Simulate | |||
| Scenario simulations (parameter overrides) | 8/mo | 50/mo | Unlimited |
| Builder (create strategies from scratch) | 8/mo (shared) | 50/mo (shared) | Unlimited |
| Save scenarios | — | 5 slots | Unlimited |
Build | |||
| Portfolio Optimizer (blend strategies) | ✓ | ✓ | ✓ |
| Portfolio Finder queries | 5/mo | Unlimited | Unlimited |
| Save portfolios | — | 3 slots | Unlimited |
| Auto signal tracking emails | — | up to 5 | Unlimited |
| Find My Portfolio quiz | ✓ | ✓ | ✓ |
Analyze | |||
| AI Assistant messages | 10/mo | 50/mo | Unlimited |
| AI strategy recommendations with live metrics | ✓ | ✓ | ✓ |
| Personalized investor profile | ✓ | ✓ | ✓ |
Export & Reports | |||
| PDF strategy reports | — | — | ✓ |
| PDF portfolio reports | — | — | ✓ |
Platform | |||
| Monthly rebalancing signals | ✓ | ✓ | ✓ |
| Real historical backtest data | ✓ | ✓ | ✓ |
| Free trial | — | 7 days | 7 days |
| Cancel anytime | — | ✓ | ✓ |