Choose Your Plan
Start with our comprehensive free tools, or unlock advanced AI-powered insights with premium plans
Free
Complete portfolio management and analytics
$0
forever
No credit card required
- Unlimited portfolio tracking
- Multiple broker accounts
- Transaction import & history
- Performance analytics & charts
- Asset allocation insights
- Stock screener
- AI Portfolio Analyst
Portfolio Management
Analytics
AI Features
Summit Plus
Everything in Free, plus advanced analytics
$9.99
/ month
Cancel anytime
- Dividend & earnings tracking
- Drawdown analysis
- Benchmark comparisons
- Data export & reporting
- Priority support
- AI Portfolio Analyst
Everything in Free, Plus:
Advanced Analytics
Premium Tools
AI Features
Summit Premium
Everything in Plus, plus AI-powered insights
$19.99
/ month
Cancel anytime
- Unlimited AI chat advisor
- Geopolitical risk analysis
- Financial health analysis
- Portfolio optimization
- Investment recommendations
- Priority support & early access
Everything in Plus, Plus:
AI Portfolio Analyst
Premium Support