Pricing
Simple, transparent pricing
Choose the plan that fits your portfolio. Every plan includes a 14-day free trial.
We believe pricing should be as straightforward as the product itself. There are no hidden fees, no surprise charges, and no feature paywalls beyond what is listed. Pick the plan that matches your needs and start tracking your investments today.
- 15 holdings
- 1 portfolio
- 5 price alerts
- Basic analytics
- CSV export
- 3 investment goals
- 1 DCA template
- 90-day history
- Market data & watchlist
- Tax reports
- Correlation matrix
- Rebalancing calculator
- Unlimited holdings
- 10 portfolios
- Unlimited alerts
- Full analytics suite
- CSV + Excel export
- Tax reports (Form 8949)
- Correlation matrix
- Rebalancing calculator
- Unlimited goals & DCA
- 365-day history
- Full dividend dashboard
- Priority support
All plans include a 14-day free trial. Cancel anytime.
Lite
Lite is perfect for casual investors who are just getting started. Track up to 15 holdings in a single portfolio with real-time prices, daily snapshots, CSV import and export, and essential analytics including profit-and-loss and basic return calculations.
Pro
Pro is built for serious investors who need the full picture. Get unlimited holdings across up to 10 portfolios, advanced risk analytics like Sharpe ratio and correlation analysis, tax reporting with Form 8949 and wash-sale detection, a rebalancing calculator, and priority support.
Every plan starts with a 14-day free trial that gives you full access to all Pro features. No credit card is required to begin your trial, and you can cancel at any time before the trial ends without being charged.
Save approximately 20% by choosing annual billing. The Lite plan drops from $60 per year to just $48, and Pro goes from $144 per year down to $115. Annual plans include the same 14-day free trial and a 30-day money-back guarantee.
Compare plans
Questions about pricing
Can I switch plans?
Yes, anytime. Changes take effect at your next billing cycle.
What happens after the trial?
Your account switches to read-only mode — no data is deleted. Upgrade anytime to regain full access.
Do you offer refunds?
Yes, 30-day money-back guarantee.
Can I cancel anytime?
Yes, no long-term contracts.
Have a question not listed here? Email us at support@investtracker.app
Curious about what is coming next? Check our product roadmap for upcoming features and improvements.
Last updated: March 2026