Simple, Transparent Pricing
Start for free. 639,000+ funds, macro intelligence, and AI analysis — no credit card required.
Free
$0
Forever free — no credit card
Get Started Free
- 639,000+ global funds across 25 countries
- NAV history, expense ratios, risk metrics
- Macro intelligence (CPI, GDP, yield curves)
- Fund Search & Advanced Screener
- Globe data explorer
- AUM Timeline & Index Constituents
- Risk Scenario simulations
- FundSwipe discovery
- 5 AI questions/session (Claude Haiku)
- Unlimited AI questions
- Claude Sonnet (advanced model)
- Portfolio X-Ray upload
- Watchlist with alerts
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Premium
$19/mo
Billed monthly · cancel anytime
Start Premium Free Trial
- Everything in Free
- Claude Sonnet AI — advanced fund analysis
- 20 AI questions/session (unlimited sessions)
- Personalized portfolio context in AI answers
- Portfolio X-Ray (multi-fund upload + analysis)
- Watchlist with price alerts
- Persona-matched fund discovery
- Gamification — XP, badges, leaderboard
- Calculation Studio — custom return models
- Priority data refresh
- Early access to new features
- Email support
Full Feature Comparison
| Feature | Free | Premium |
|---|---|---|
| Fund Data | ||
| Fund universe (639,000+ funds) | ||
| 25 countries / $40.9T AUM | ||
| NAV history & performance charts | ||
| Expense ratios & fee breakdowns | ||
| ETF OHLCV & candlestick charts | ||
| Analysis Tools | ||
| Advanced Screener (7 dimensions) | ||
| Fund Comparison (up to 4 funds) | ||
| Risk Scenario Simulator | ||
| Macro Intelligence Dashboard | ||
| Calculation Studio | ||
| Portfolio X-Ray (multi-upload) | ||
| AI Assistant | ||
| AI questions per session | 5 (Haiku) | 20 (Sonnet) |
| Personalized portfolio context | ||
| Watchlist context in AI answers | ||
| Account Features | ||
| Watchlist | ||
| Watchlist price alerts | ||
| Achievements & XP system | ||
| Persona quiz + matched discovery | ||
| Email support | ||
Frequently Asked Questions
Yes — the Free plan gives you full access to the fund database (639,000+ funds, 25 countries), screener, macro intelligence, risk scenarios, FundSwipe, globe explorer, and 5 AI questions per session. No credit card required.
Free users get Claude Haiku — fast and accurate for fund queries. Premium users get Claude Sonnet, Anthropic's most capable model for detailed analysis, with personalized portfolio and watchlist context included in every answer.
Yes. Cancel anytime with no penalty. Your Premium access continues until the end of the billing period.
NAV data for US mutual funds is updated daily via SEC EDGAR. International funds vary by country (daily to weekly). Macro indicators are updated weekly from official sources (FRED, central bank APIs, IMF).
Currently 25 countries including USA, Brazil, UK, France, Germany, Netherlands, South Africa, Sweden, Norway, Denmark, Finland, Australia, Japan, India, and more. New markets are added regularly.
We're working on team and institutional tiers with shared watchlists, API access, and bulk data exports. Contact us to discuss your needs.
