Pricing
Free scores your portfolio and shows you the year ahead. Pro explains why each score says what it says, tells you which holding needs attention, and keeps it all current by syncing your broker.
Free
For working out the basics on your own portfolio.
£0forever
No card. No commitment.
- Track up to 25 holdings, by hand or from a CSV
- Quality, Trim and Risk on every holding you track
- Your dividend calendar, twelve months ahead, yours to download
- Your whole portfolio split into what pays you and what is still accumulating
- Income goals, so you can see what you're building toward
- A watchlist of up to 10 tickers you don't own yet
- Wrapper tax notes on every holding, and a warning when your GIA dividends pass the allowance
- UK and US wrapper support: ISA, SIPP, GIA, 401(k), IRA, Roth IRA, brokerage
- Retirement, DCF, CGT and dividend calculators, free forever with no account
- The dividend and ETF screeners, Inspect, and resilience scores on every REIT, BDC and UK REIT
Pro
For tracking a real portfolio without spreadsheets.
£11.25/mo
£135 a year, billed annually.
Introductory price for your first year. Goes to £150 on 1 December.
Billed once a year. Cancel any time from your account.
- Everything in Free
Why each score says what it says
- The signals behind every score, and how far each has moved in the last six weeks
- One flagged holding surfaced daily, before it costs you
- Email alerts when a holding's Quality or Risk score crosses your threshold
Your plan, and the distance from it
- Portfolio Manager: quadrant map, insights, allocation plans and drift
- A monthly email when your portfolio drifts from the plan you set, in both directions
Kept current without the admin
- Trading 212 and IBKR auto-sync, so your portfolio stays current on its own
- Your dividend calendar as a live subscription, so it keeps itself current
More room, and more to look at
- No holdings cap, track as many as you own
- A watchlist of up to 50 tickers
- Screen every REIT, BDC and UK REIT against your own holdings, and save the cuts you use
- The CGT calculator across your own portfolio, wrapper by wrapper
- Pairwise ETF overlap in Inspect compare
Coming soon
- US broker sync via SnapTrade
This is Portfolio Manager, the map Pro opens.
Every holding placed by Quality and Risk, split on your own median rather than a fixed line. Bubble size is share of value, and an amber ring marks an elevated Trim signal. Holdings shown are illustrations, not recommendations.
The scores are measured, not asserted.
- Rated high risk
- 1 in 2
- The average payer
- 1 in 5
- Rated low risk
- 6 in 7
cut within a year
cut within a year
kept paying
4,184 real dividend cuts across 1,767 companies. Measured on years the engine was never tuned on. See the working
Already on our founding-member list?
Sign in with the email you gave us. Your six months of Pro is already on your account, no card needed.
Sign inQuestions, answered.
What happens when the trial ends?
Your account drops to the Free plan. There is no card on file, so nothing is charged and there is nothing to cancel.
What happens to my holdings if I stop paying?
Nothing is deleted. Holdings past the 25 the free plan tracks are archived, your broker connections are paused rather than disconnected, and every score, dividend and note stays where it is. Come back to Pro and it all returns as you left it.
Do I need an account to use the calculators?
No. The retirement, DCF, CGT and dividend calculators, both screeners and the Inspect stock pages work without signing in. Valuation history on a stock page needs a free account, which shows three years. Pro shows up to ten. Beyond that, an account is for tracking a portfolio over time rather than working out one number.
Is it cheaper if I pay for a year?
Not today. Pro is £15/mo, billed monthly, and you can cancel from your account whenever you want.
Do you see my card details?
No. Checkout is handled by Stripe, and your card number never reaches us or our database.
Is any of this financial advice?
No. The scores are a risk screen on income you already own. They are not advice and not a recommendation to buy or sell, and past performance is not a reliable indicator of future results.