Pricing
Three revenue layers, stated plainly
A platform's incentives show up in how it charges. Ours are subscription and enterprise software first, with any execution revenue disclosed on the screen where the order is placed — and never tied to how often you trade.
Revenue layer 1
Consumer subscription
For investors who want an honest consolidated view and tax-aware decisions.
- Cross-broker portfolio accounting
- Time-weighted vs money-weighted returns
- Per-lot tax and cashability previews
- Rebalance-by-priority
- Research library and factsheets
- AI co-pilot explanations with citations
Revenue layer 2
Manager & enterprise SaaS
For managers, RIAs and platforms who publish and govern portfolios.
- Versioned portfolio creation with rationale capture
- Governance workflow and approval trails
- Client reporting and factsheet generation
- Distribution into the marketplace
- Conflict register and disclosure tooling
- Audit logs and regulator-ready exports
Revenue layer 3
Execution & platform
Where regulation permits, transparently disclosed — never tied to trading frequency.
- Broker-routed order placement
- Consent-based execution flows
- Rate card published on every order screen
- No payment for order flow
- No revenue share that rewards churn
- Independent reconciliation
What we will not charge for
Trading frequency
No revenue model that improves when you churn your portfolio. Rebalance-by-priority exists to reduce trades, not to create them.
Ranking position
Paid placement lives in a labeled slot and is excluded from the quality-adjusted ranking entirely.
Your data
Holdings data is not sold and is not used to train third-party models.
Illustrative pricing for a demonstration product. Figures are placeholders, not an offer. Execution and platform revenue are permitted only where regulation allows and must be disclosed at the point of the transaction.