- Net worth tracking
- Portfolio Management Features
- Portfolio analysis & score
- Efficient Frontier Optimizer
- Draft portfolio
- Scenario modeling
- Estate planning
- Investment Research Tools
- Smart fund & stock screeners
| Has free plan | YES |
|---|---|
| Free trial details | 14-day free trial with full features |
| Pricing model | Free Trial |
| Is credit card required | No |
| Paid from | 20 USD |
| Has lifetime plan | No |
| Billing frequency | Monthly |





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