No tiered paywalls on the math itself. Free gets you the full optimizer for a few portfolios. Pro lifts the limits and unlocks the AI connection. Cancel anytime.
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All subscription payments are final and non-refundable. We encourage you to fully evaluate our free tier before subscribing. By subscribing, you acknowledge and accept our Terms of Service including the no-refunds policy.
| Feature | Free | Individual | Advisor |
|---|---|---|---|
| Assets per Portfolio | 10 | 50 | Unlimited |
| Saved Portfolios | 3 | 5 | Unlimited |
| Basic Optimization | ✓ | ✓ | ✓ |
| Advanced Optimization | — | ✓ | ✓ |
| Robust Optimization | — | ✓ | ✓ |
| Retirement Simulations | ✓ | ✓ | ✓ |
| CSV Import/Export | — | ✓ | ✓ |
| Basic PDF Report | — | ✓ | ✓ |
| Diversification Analytics | — | — | ✓ |
| Group Constraints | — | — | ✓ |
| Client-Ready PDF Reports | — | — | ✓ |
| Proposal Mode | — | — | ✓ |
| Firm Branding | — | — | ✓ |
| Combined Wealth Report | — | — | ✓ |
| API Access | Pay-as-you-go | ✓ (10 units free) | ✓ (10 units free) |
| Priority Support | — | — | ✓ |
Whether you're building your first budget, planning for retirement, or optimizing a client's portfolio — FolioForecast meets you where you are.
Import your bank CSV and see exactly where your money goes. Automatic categorization, savings rate calculation, and monthly trends — no spreadsheet needed.
Pick your stocks, choose a strategy, and see exactly how your portfolio would have performed — with risk and return explained in plain English.
Are you on track? Enter your savings, income, and goals to see your retirement readiness score. Run "what-if" simulations to find the right path.
All three tools are free to start. No credit card required.