透明的費用計劃

不蠶食利潤的公平定價

簡單的資產管理規模 (AUM) 計費。每年僅需 1 個基點(萬分之一)。

估算您的月度費用

拖動滑桿以匹配您的投資組合規模

投資組合規模$250,000
$0$5M+
savings

預估月度費用

$2.08/月
每年僅 0.01%
*最低收費為每月 0.50 美元。根據日均餘額按月計費。
14天免費試用 arrow_forward

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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 support secure data imports from major brokers and portfolio trackers via CSV/JSON files, meaning your credentials and account data remain completely separate and secure.

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.

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