Transparent Pricing
Pricing that doesn't peck at your profits
Simple Assets Under Management (AUM) pricing. Just 1 basis point per year.
Egg-stimate your monthly cost
Drag the slider to match your portfolio size
Portfolio Value$250,000
$0$5M+
savings
Estimated Monthly Cost
$2.08/mo
JUST 0.01% / YEAR
*Minimum charge of $0.50/month applies. Billed monthly based on average daily balance.
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Frequently Asked Questions
How is the fee calculated?
We charge 0.01% (1 basis point) of your total portfolio value per year. For a $100,000 portfolio, that's just $10.00 a year, billed at $0.83 per month.
Is my financial data safe?
Absolutely. We use bank-level 256-bit encryption. We connect to brokerages via read-only APIs, meaning we can never move your money or place trades.
What happens after the trial?
Your account will simply freeze until you add a payment method. We won't charge you automatically if you haven't added a card.
Can I export my data?
Yes, you can export your entire portfolio history and transaction data to CSV at any time. Your data belongs to you.