Plans built for every portfolio
Start free. Upgrade when you need the full scenario engine, rolling correlation monitoring, and hedge simulation.
Pricing
Simple, transparent pricing
Free
$0
Find your hidden concentration.
One-shot analysis. See whether the holdings you bought for diversification are actually the same bet in disguise.
- Hidden Concentration ScoreMethodology
- Correlation Snapshot
- Top Hidden Concentration
- Basic Stress Preview
Popular
Pro
$49/month
Track it. Test it. Stress it.
Ongoing monitoring plus what-if tools. See how your risk shifts over time and what would actually move it.
- Full Scenario Engine
- Hedge Simulation (ETF + Asset Class)
- Track How Correlations Change Over Time
- Score History Tracking
- Correlation Alerts
For RIAs
$199/mo per seat
Multi-client. Branded reports. Compliance-grade.
The professional tool for portfolios under management.
- Everything in Pro
- Multi-client dashboard
- Branded PDF client reports
- Configurable factor models
- Compliance audit trail
- Bulk CSV portfolio import
RIA tier currently invite-only. We'll reach out within 48 hours.
| Feature | Free | Pro | RIA |
|---|---|---|---|
| Hidden Concentration Score | |||
| Correlation Snapshot | |||
| Basic Stress Preview | |||
| Look-through factor analysis | — | ||
| My Portfolio Narrative | — | ||
| Custom Shock Simulation | — | ||
| Full scenario engine (15+ windows) | — | ||
| Multi-client dashboard | — | — | |
| Branded PDF reports | — | — | |
| Configurable factor models | — | — | |
| Compliance audit trail | — | — | |
| Bulk CSV import | — | — |
Analytics only — not investment advice. No trading, no advice, no custody.