Plans
Portfolio intelligence plans
Start free with a portfolio upload. Connect live brokerage accounts and turn on the autonomous agents when you’re ready — every paid plan starts with a 14-day free trial.
Free
Upload a portfolio CSV and put the AI Advisor to work on it — no card required.
Desk
$150/mo
14-day free trial
One connected brokerage with the full Advisor and one autonomous agent sleeve.
- 1 live brokerage connection (Alpaca, Coinbase, or Crypto.com)
- Full AI Advisor: deep reviews, policy tracking, rebalance sets
- Autonomous agent on your connected sleeve
- Weekly brief email + monthly research newsletter
Advisor
$300/mo
14-day free trial
Two brokerages — run equities and crypto side by side under one advisor.
- 2 live brokerage connections
- Everything in Desk, across both venues
- Equity + crypto agents running in parallel
- Advisor sees the combined picture
Allocator
$450/mo
14-day free trial
Three connections for multi-account households or advisors managing several books.
- 3 live brokerage connections
- Everything in Advisor
- Multi-account dashboard views
- Priority support
Cancel anytime during the trial and you won’t be charged. The agents trade only at the autonomy level you set, with hard risk limits you control. Questions? Email [email protected].