Free
$0No card required- 1 investment account
- 5 recent parallel paths
- 5 long-term parallel paths
- Compare up to 2 paths
- Reality records and core return calculations
PRICING
Correct calculations are not a paid feature.
Your factual records remain yours on every plan. PRO expands capacity, insight, and import efficiency.
Professional
$1.90 / month
$9.90 / year
- 20 investment accounts
- 20 recent and 100 long-term paths
- Compare up to 8 paths
- Advanced Decision and T analysis
- Annual reports and PDF/batch import
- Up to 100 OCR reviews per month
Billing details
The 7-day trial starts when you subscribe. Unless canceled before it ends, the selected monthly or annual plan renews automatically.
You may cancel at any time through Paddle's customer portal. PRO access continues until the end of the paid billing period.
Paddle acts as Merchant of Record for Global purchases and handles checkout, taxes, receipts, and payment details.
Read our Terms and Refund Policy.