For advisors & creators

Professional portfolio analytics, without the professional price tag

All 19 analysis tools (backtesting, Monte Carlo, optimization, factor and stress analysis), with commercial use of attributed derived outputs, clean client reports, and unlimited monitoring. $36/mo billed annually ($432/yr), or $45 month-to-month.

See Advisor pricing →See a sample client report

The core tools are free to try, no account needed: start with a backtest.

Licensed for client work

The Advisor plan permits commercial use of attributed derived analyses and reports in client meetings, paid content, courses, and newsletters. Raw provider data and data-feed redistribution are never included.

Client-ready reports

Clean, watermark-free PDF exports and share pages with your analysis front and center. Growth Replay videos export watermark-free, too.

Nothing to babysit

Unlimited saved portfolios and analyses, and unlimited monitoring with drift, drawdown, and move alerts: know before your client calls you.

The deepest AI insights

200 AI insight requests a month at the most detailed tier: plain-English explanations of any result, generated from the actual numbers.

Honest, documented math

Every metric's methodology is published: dividend-reinvested total returns, Cariño attribution, CAPM regressions. Your clients can check the math.

Priority support

A direct line for questions, data issues, and feature requests from professional users.

What Advisor includes

Everything in Pro
Commercial-use license: use with clients & for business
Branded, client-ready reports (your firm name & logo)
Advisor workspaces: organize portfolios by client
Unlimited saved portfolios, analyses & monitors
AI Insights: In-depth (200/month, deepest analysis)
Growth Replay videos licensed for use without the watermark or attribution
Priority support

Get Advisor: $36/mo billed annually

Month-to-month available · cancel anytime · keep access through your paid period.

For firms and teams

Business

$150 a month for the owner ($120 a month billed annually, $1,440 a year), plus $30 a month for each analyst seat ($24 a month on annual billing).

Everything in Advisor, for the owner and every analyst seat.
Each analyst seat gets Business limits and the commercial licence for that analyst's own work while the seat is active.
Analysts can open the firm's client folders, portfolios and analyses read-only.
Roles and an audit log: who was added or removed, and who opened which shared record.
Invite analysts by email; an added seat is charged its prorated share of the current period at once, and a removed seat's unused time is credited.

See Business pricing →Talk to us

Questions firms ask

Is there an API?: Not today, on any plan. Results leave the site as CSV and JSON exports, PDF reports and share links.
Do you support single sign-on (SSO)?: Not yet. Sign-in is email and password or Google, and every account can turn on two-step verification with an authenticator app.
Which currencies and markets?: The backtester reports in US dollars, Canadian dollars or pounds sterling, converting holdings listed in another of the three. It covers US, Toronto (TSX) and London (sterling) listings. Planning tools such as Monte Carlo work in US dollars.
How is our data protected?: Passwords are bcrypt-hashed, sessions are httpOnly cookies, all traffic is HTTPS, and you can sign out every device at once. The app runs on Google Cloud and the database on Neon, both in the United States (Oregon). The privacy policy lists every provider and what each receives.
How do we pay?: By card through Stripe, monthly or annually. Invoices and receipts are in the billing portal.
Can we talk to someone first?: Yes. Use the contact page and choose "Business or team plan", or email info@informedportfolio.com. We reply within two business days.

For educational and informational purposes only, not financial, investment, tax, or legal advice. Backtests are hypothetical; past performance does not guarantee future results.