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.
The core tools are free to try — no account needed. Comparable professional tools start around $55/mo.
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 — watermark-free video download
- Priority support
Month-to-month available · cancel anytime · keep access through your paid period.
For educational and informational purposes only — not financial, investment, tax, or legal advice. Backtests are hypothetical; past performance does not guarantee future results.