Choose Your AI Portfolio Tracker Plan
Choose the plan that fits your investment needs. No hidden fees.
Free 7-Day Trial on All Plans
Lite
AI portfolio tracking for individuals
billed annually at $100/year
- ✓Up to 3 portfolios
- ✓Weekly portfolio reviews
- ✓Basic AI recommendations
- ✓10 trade suggestions/month
- ✓Community support
Premium
Full-featured AI portfolio management
billed annually at $200/year
- ✓Unlimited portfolios
- ✓Daily portfolio reviews
- ✓All AI models available
- ✓Unlimited trade suggestions
- ✓Auto-sync with 2,400+ institutions
- ✓Alpaca live trading
- ✓Priority support
- ✓Early access to new features
All plans include a 7-day money-back guarantee.
Lite vs Premium
| Feature | Lite | Premium |
|---|---|---|
| Portfolios | Up to 3 | Unlimited |
| AI Reviews | Weekly | Daily |
| AI Models | 5 models | All 21+ |
| Trade Suggestions | 10/month | Unlimited |
| Brokerage Auto-Sync | — | 2,400+ institutions |
| Alpaca Live Trading | — | |
| Priority Support | — |
Frequently Asked Questions
Yes! You can cancel your subscription at any time. You'll continue to have access until the end of your billing period.
Your data is never deleted. Without an active subscription, you can still view your portfolios but cannot create, modify, or use AI features.
Yes! All plans include a 7-day free trial so you can explore the platform risk-free. No charges until the trial ends.
We accept all major credit cards (Visa, Mastercard, American Express) through our secure payment processor, Stripe.
Premium subscribers can auto-sync with 2,400+ financial institutions via Plaid, including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Interactive Brokers, Merrill Lynch, Wells Fargo, and many more. Connections use bank-level encryption and read-only access — your credentials are never stored by Portfolio Genius. All plans also support CSV import and screenshot import.
Brokerage auto-sync via Plaid is a Premium feature. Lite plan users can still import portfolios using CSV export from any brokerage or by uploading a screenshot of their holdings. Upgrade to Premium anytime to unlock automatic syncing with 2,400+ institutions.
New to Portfolio Genius? Explore the full feature set behind every plan, see how our AI portfolio analyzer turns your holdings into actionable insights, or browse the latest investing guides on the Portfolio Genius blog. You can also head back to the homepage to learn how we help investors track, analyze, and grow their portfolios.
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