Transparent pricing
Start free. Upgrade when you need deeper insights and planning tools.
Most popular
Premium
$19.99/month/mo
- Brokerage syncing
- Blueprint Drift alerts
- Trade analysis and impact on your Blueprint
- AI assistant to analyze portfolio decisions
Professional
For DIY retirees, High Net Worth investors, and Financial Coaches
$99.99/month/mo
- Multi-account planning
- Tax-aware analysis
- Estate planning integrations
Plan comparison
| Feature | Free | Premium | Professional |
|---|---|---|---|
| Blueprint creation | ✓ | ✓ | ✓ |
| Portfolio score | ✓ | ✓ | ✓ |
| Basic monitoring | ✓ | ✓ | ✓ |
| Brokerage syncing | — | ✓ | ✓ |
| Drift alerts | — | ✓ | ✓ |
| Trade analysis | — | ✓ | ✓ |
| AI committee | — | ✓ | ✓ |
| Multi-account planning | — | — | ✓ |
| Tax-aware analysis | — | — | ✓ |
| Estate planning integrations | — | — | ✓ |
Premium and Professional include a 14-day free trial. No credit card required.