📱 Best experienced on desktop for full chart interactivity
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Current Plan:
Free
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Free
$0/month
10 assets per portfolio
3 saved portfolios
Basic optimization
No CSV export
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Individual
$8/month
50 assets per portfolio
5 saved portfolios
All optimization methods
CSV import/export
Monte Carlo projections
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Advisor
$50/month
Unlimited assets
Unlimited portfolios
Diversification analytics
Proposal mode & client branding
Combined advisor reports
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Account
Usage & credits
Your calculation balance, what your AI and API calls have used, the limits that protect you from surprise spending, and where to manage API keys. Calculations are metered in compute units; your AI assistant's own subscription is billed separately by its provider.
One-time purchase through Stripe. Credits never expire on their own and are used before any plan overage. There is no automatic top-up.
Spending limits
Server-enforced before any calculation runs. Lower them any time; raising above the maximums shown is not allowed. A paused wallet refuses every metered call.
Receipts
One line per metered operation: what ran, units reserved and settled, and your balance afterwards. Retries of the same operation never appear twice.
When
Operation
Status
Units
From credits
Balance after
No metered operations yet.
What things cost
Published unit costs per tool. Your AI can check these itself with the account_balance tool before a call.
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