Simple, transparent pricing
Pick a plan by how many banks and brokers you want to track. Smart Import and chat are included as monthly tool quotas — Classic parsers and live sync stay free.
Free
Try InvestAI with one connected account.
Free
Up to 1 connected bank/broker
2 Smart Imports / month
30 chat messages / month
Classic parsers & live broker sync included
Tracker Plan
Most popular
Track your full portfolio across up to 5 banks and brokers.
$3.99/mo
Up to 5 connected banks/brokers
10 Smart Imports / month
150 chat messages / month
Classic parsers & live broker sync included
Pro Plan
Unlimited connected accounts and the full AI toolkit.
$7.99/mo
Unlimited connected banks & brokers
40 Smart Imports / month
500 chat messages / month
Classic parsers & live broker sync included
Yearly billing saves two months. Need more Smart Imports? Buy import top-ups (+3 / +15 / +80) that roll over until used.