Every price we've ever charged, dated, forever.
Whatever price you sign up at holds for 24 months, so a change on this page never reaches an existing customer before that lock runs out. This page exists because the page like it for our best-known competitor is written by their customers, not by them. What the current prices mean for your portfolio is on the calculator, and the move itself is on the migration demo.
| Effective | What changed | Foundation / month | Portfolio / month | Holdings / month |
|---|---|---|---|---|
| Launch pricing. Three plans priced by active entities, unlimited users on every plan, the accountant seat free.Add-on entity — / $19.00 / $19.00. AI Op overage $0.05 / $0.04 / $0.03. | $29.00 | $89.00 | $189.00 |
The current prices, and what each plan includes
Every figure on the pricing page reads from the same catalog the product enforces.