Pricing
Simple, Transparent Pricing
Get clarity on your portfolio health. Choose the plan that fits your investment check-up cadence.
One-Time Checkup
Single portfolio health assessment with a downloadable PDF report.
$29
- Every holding scored on fees, risk, and yield
- AI-generated narratives
- Downloadable PDF report
- Clear, ranked fixes
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Quarterly Deep Dive
Detailed quarterly check-ins with trend tracking over time.
$29/quarter
- Everything in One-Time
- Quarterly reassessments
- Trend tracking over time
- Priority support
Annual Report Card
Comprehensive yearly assessment — the best value for long-term investors.
$99/year
- Everything in Quarterly
- Unlimited assessments
- Annual summary report
- Spousal / legacy sharing