One organized view of your portfolio, AI research on demand, and tax-aware alerts — so you invest with confidence, not guesswork. 14-day free trial included.
One dashboard for your holdings, taxes, and research — built for serious self-directed investors.
Custom deployment for investment banks, PE/VC, and institutional finance teams.
Read-only brokerage
Link accounts or import CSV
Portfolio analytics
NAV, drawdown & correlation
4 AI agents
Research, filings, risk & tax
CPA-ready exports
Tax lots & realized gains
Individual Investors vs Enterprise — pick the path that fits you.
| Feature | Individual Investors | Enterprise |
|---|---|---|
| Best for | Self-directed investors & advisors | Banks, PE, VC & finance teams |
| Seats | 1 investor account | Unlimited |
| Portfolio & tax tools | Full dashboard, tax tracking, goals | Included + team workflows |
| Brokerage connection | Read-only link or CSV | Custom integrations |
| AI agents | 4 portfolio-focused agents | Full multi-agent suite |
| Research Engine | ||
| Valuation models (DCF) | Investor-focused tools | Institutional model suite |
| Deal pipeline & DD workflows | ||
| API access & SSO | ||
| Dedicated account manager | ||
| On-premise / private cloud | ||
| Support | 24/7 phone + Slack + SLA |
Everything you need to know about pricing and plans.
Still have questions?
Contact usLarge teams, private cloud, custom integrations, or compliance requirements? We'll build a solution that fits — with a dedicated account team and SLA guarantee.