Pricing
Free covers the basics. Pro tracks your whole portfolio and scores every holding for quality and risk. Broker sync and the dividend calendar arrive through 2026.
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Free
For working out the basics on your own portfolio.
£0forever
- Retirement and DCF calculators, free forever
- Track up to 10 holdings manually
- Annual income view across the holdings you add
- UK and US wrapper support: ISA, SIPP, 401(k), IRA, brokerage
Most useful
Pro
For tracking a real portfolio without spreadsheets.
£15/mo
- Everything in Free
- No holdings cap, track as many as you own
- Full portfolio income across every holding, every wrapper
- Daily Quality, Risk and Trim scores that flag cut risk and stretched valuations
- Email alerts when a holding's Quality or Risk score crosses your threshold
- Tax notes on each wrapper, GIA dividend-allowance warnings
Coming soon
- Trading 212 auto-sync (Phase 3, summer 2026)
- Dividend calendar with ex-div and payment dates
- Reinvest alerts when a holding goes ex-dividend