Simple, Transparent Pricing
Choose the plan that fits your investing style.
Start with a 14-day free trial of the Researcher Plan • No credit card required
Investor
Billed as $190/year
Perfect for manual journaling
Researcher
Billed as $290/year
AI-powered insights & search
14-day free trial included
Everything in Investor, plus:
Pro
Billed as $490/year
Full automation & analytics
Everything in Researcher, plus:
Full Feature Comparison
| Feature | Investor $190/yr | Researcher $290/yr | Pro $490/yr |
|---|---|---|---|
| CORE JOURNALING | |||
| Investment Thesis Manager | ✓ | ✓ | ✓ |
| Manual Trade Journal | ✓ | ✓ | ✓ |
| Link Trades to Theses | ✓ | ✓ | ✓ |
| Embedded Chart Widget | ✓ | ✓ | ✓ |
| RESEARCH & AI | |||
| Web Clipper (Chrome/Firefox) | ✓ | ✓ | ✓ |
| Clip Inbox & Drawer | ✓ | ✓ | ✓ |
| Unlimited Clip Storage | ✓ | ✓ | ✓ |
| Basic Keyword Search | ✓ | ✓ | ✓ |
| AI-Powered Search (Natural Language) | ✗ | ✓ | ✓ |
| AI Weekly Digest (Email) | ✗ | ✓ | ✓ |
| PORTFOLIO & ANALYTICS | |||
| Manual Portfolio Tracker | ✓ | ✓ | ✓ |
| Analytics on Closed Trades | ✓ | ✓ | ✓ |
| Automatic Brokerage Sync (Snaptrade) | ✗ | ✗ | ✓ |
| Live Portfolio Dashboard (Daily Sync) | ✗ | ✗ | ✓ |
| Unrealized P&L Tracking | ✗ | ✗ | ✓ |
| Advanced Strategy Analytics | ✗ | ✗ | ✓ |
| Link Clips Directly to Trades | ✗ | ✗ | ✓ |
| SUPPORT | |||
| Community Support | ✓ | ✓ | ✓ |
| Email Support | ✗ | ✓ | ✓ |
| Priority Support | ✗ | ✗ | ✓ |
Frequently Asked Questions
What's included in the free trial?
You get a 14-day free trial of the Researcher Plan, which includes all AI features (natural language search and weekly digest). The only feature not included in the trial is the Pro plan's automatic brokerage sync, as that API has a per-user cost. No credit card required to start.
Why offer yearly plans?
Yearly plans give you 2 months free (17% savings) and help you commit to your investing process. Many of our most successful users choose yearly billing because it removes the monthly "should I keep this?" decision and lets you focus on building your investment system.
Which brokerages do you support?
Our Pro plan supports over 20 major brokerages including Robinhood, E*TRADE, TD Ameritrade, Fidelity, Charles Schwab, Interactive Brokers, and more through our Snaptrade integration. All plans support manual portfolio tracking for any brokerage.
Can I switch plans?
Yes! You can upgrade or downgrade your plan at any time. When you upgrade, you'll get immediate access to the new features. When you downgrade, the change takes effect at the start of your next billing cycle.
Is my data secure?
Absolutely. We use bank-level encryption and never store your brokerage credentials. All data is encrypted at rest and in transit. For brokerage connections, we use Snaptrade, a secure third-party service trusted by financial institutions.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. No questions asked, no cancellation fees. You'll retain access until the end of your current billing period.