Simple and transparent pricing
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Detailed comparison
| Feature | Free | Premium |
|---|---|---|
| Portfolio tracking | ||
| Dashboard, positions, transactions | ||
| Watchlist | ||
| Profiles | 1 | 5 |
| Brokers (fee schedules) | 1 | 6 |
| Investment accounts | 2 | 20 |
| Analysis | ||
| Basic performance (chart, TWR, CAGR) | ||
| Dividends (calendar, history, metrics) | ||
| Advanced metrics, benchmark, heatmap | ||
| Projections and scenarios | ||
| DRIP simulator and passive income goal | ||
| Tax | ||
| PEA ceiling | ||
| Tax report and sale simulation | ||
| Tools | ||
| Multi-broker CSV import + IBKR Flex connection | ||
| CSV export | ||
| PDF export | ||
Taxation (flat tax, PEA, dividends, loss carry-forward, multi-country FR/BE/CH/LU) is provided as an indicative estimate and does not replace tax advice. The progressive income tax option and allowances are not covered.
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