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.
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For working out the basics on your own portfolio.
£0forever
No card. No commitment.
- Retirement and DCF calculators, free forever
- 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
- Income goals, so you can see what you're building toward
- A watchlist of up to 10 tickers you don't own yet
- UK and US wrapper support: ISA, SIPP, 401(k), IRA, brokerage
Pro
For tracking a real portfolio without spreadsheets.
£15/mo
Billed monthly. Cancel any time from your account.
- Everything in Free
- No holdings cap, track as many as you own
- The signals behind every score, and what moved since yesterday
- One flagged holding surfaced daily, before it costs you
- Email alerts when a holding's Quality or Risk score crosses your threshold
- Trading 212 and IBKR auto-sync, so your portfolio stays current on its own
- Portfolio Manager: quadrant map, insights and the reinvest planner
- Income Vehicles Hub: REIT, BDC and UK REIT ratings
- A watchlist of up to 50 tickers
- Tax notes on each wrapper, GIA dividend-allowance warnings
Coming soon
- US broker sync via SnapTrade (Phase 5)
- Reinvest alerts when a holding goes ex-dividend