Basic portfolio tracking
Up to 2 instruments
Local data storage only
Portfolio health analysis
Market insights
Cloud backup
Cross-device sync
Priority support
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Unlimited instruments
Automatic price updates
Secure cloud backup
Cross-device synchronization
Portfolio health analysis
Personalized recommendations
Regular market insights
Email support
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Everything in Monthly plan
Priority customer support
Advanced analytics
Early access to new features
Dedicated account assistance
Custom reporting options
Extended price history
Multi-portfolio support
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Frequently Asked Questions
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express) and debit cards through our secure payment processor.
Can I switch between plans?
Yes, you can upgrade from Free to Premium at any time. If you're on a Monthly plan, you can switch to a Yearly plan at anytime. It is best to switch towards the end of your current plan.
What happens if I exceed the 2-instrument limit on the Free plan?
You'll need to upgrade to a Premium plan to add more than 2 instruments. Your existing data will be preserved when you upgrade.
Is my financial data secure?
Absolutely. We use strong encryption and secure socket layers to protect your data. For Premium users, your portfolio is securely backed up to our cloud servers with regular security audits.