EVERY FEATURE · EVERY PLAN · NO TIER GAMES

One toolkit. Three sizes.

No locked analytics, no “Pro” tier hiding the good stuff. Every plan unlocks the full FolioLens — plans differ only by how many portfolios you track and how many people share the subscription.

Annual billing One payment a year · cancel before renewal
Same toolkit, every plan
No tier locks. Every plan unlocks every FolioLens feature.
14-day free trial
All features unlocked. No credit card. Decide after.
Multi-currency
Billing & reporting in USD, EUR or GBP.
Cancel anytime
You can cancel anytime. Your plan remains active until the next billing date.
Inside every plan

Same toolkit. Same precision.

We don’t hide auto-sync behind a Pro tier, or paywall the analytics. Every plan ships with the entire FolioLens — dashboards, benchmarks, forecasts, broker sync, the lot.

Every feature, every plan. Seed, Grow and Family use the exact same product — the only thing that changes is how many portfolios you track and how many people share the subscription.
Broker auto-sync + CSV
Connect every supported broker, or drop in a CSV. Refreshes overnight, no babysitting.
Full analytics suite
Time-weighted returns, S&P 500 benchmark, sector & risk breakdown — included from day one.
Dividend tracking & forecasting
Cash flow, yield-on-cost, projected payouts — by ticker, account, or whole portfolio.
Multi-region exchange coverage
Live prices across US, EU and UK markets, with multi-currency FX baked in (USD · EUR · GBP) — cost basis and returns stay accurate.
Unlimited holdings
No cap on tickers per portfolio. Track three positions or three hundred, same price.
Private by design
Encrypted at rest. We never sell your portfolio data, never run ads. Export to CSV anytime.
The only thing that scales · pick by size, not by feature
Common questions

Answers, before you ask

How does the free trial work?

Every new account gets a 14-day full-feature trial on any plan — no credit card required. After the trial you pick a plan or your portfolio quietly waits in read-only mode. We don’t auto-bill you.

Which currency will I be billed in?

We provide billing in USD, EUR & GBP. Stripe charges you in that same currency — no FX surprises on your statement.

Inside the app, reporting respects the same choice, while internal cost-basis stays in the asset’s native currency so returns stay accurate.

What’s the difference between Seed and Grow?

Tools-wise — nothing. They’re the same product. Auto-sync, forecasting, the full analytics suite, priority support: all of it ships in both.

The difference is reach. Seed tracks up to 3 portfolios. Grow goes to 5 — handy when you’re managing accounts across multiple brokers or account types in parallel.

How is the Family plan different?

Same toolkit, just shared. One subscription covers 3 users, each with their own private workspace and up to 5 portfolios — that’s 15 portfolios under one bill. The 3 users are individual with no access to each other’s data. Only billing is shared, at a discounted price.

Can I change plans later?

Yes — upgrade or downgrade any time from My Account → Subscription. Upgrades are prorated against your remaining year; downgrades take effect at your next renewal.

How is billing handled?

One annual payment, handled securely through Stripe. Cards, Apple Pay and Google Pay all work. We never see your card details.

We don't offer monthly billing.

Do you offer refunds?

We offer a 14-day trial for testing our platform. If you get a paid subscription and something goes wrong contact us and we'll make it right.

What happens to my data if I cancel?

We keep your data for two months in case you decide to come back. You also have the option to delete your data at any given time in case you don't need your subscription any longer.

Start with the data you already have

Connect your broker via SnapTrade or drop in a CSV. See real returns in minutes. Decide on the plan after the trial.

Start your free trial Tour the product
14 days, every feature, no card needed