Pricing
Free covers the calculators. Pro tracks every holding, scores them daily, syncs your Trading 212 account, and surfaces the dividend calendar across what you actually own.
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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 10 holdings manually
- Annual income view across the holdings you add
- UK and US wrapper support: ISA, SIPP, 401(k), IRA, brokerage
- Dividend calendar across the public universe
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
- 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
- Income Vehicles Hub: REIT, BDC and UK REIT ratings
- Dividend calendar with ex-div and payment dates across every holding
- Trading 212 auto-sync for UK ISA, SIPP and GIA accounts
- 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