If you're reading this, you are missing something you may be used to. Please let us know how we can improve or add in a new feature to make your experience better. I am determined to build the best possible portfolio management tool around at the most competitive price. Please help me to help you.
Matthew Chaplin
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| Feature |
Free trial 3 weeks Sign up free |
Free account after trial Sign up free |
Standard $14.99/mo |
Pro $19.99/mo |
|---|---|---|---|---|
| Research & picks | ||||
| Sunday stock research | ✓3 issues | ✗ | ✓Every week | ✓Every week |
| Full research archive | ✗ | ✗ | ✓ | ✓ |
| Pick RankingTicker names on the ranking page | ✓3 picks | ✗ | ✓All picks | ✓All picks |
| Free Research | ✓ | ✓ | ✓ | ✓ |
| Markets & discovery | ||||
| Stock SearchCharts, news & fundamentals · earnings beat / miss markers on the price chart | ✓Full | ✓No earnings, Breakout, FVG, or Slingshot markers · no insider / politician trades | ✓Full | ✓Full |
| All Stocks screenerFull universe filters & column views · sign-up required | ✓ | ✓ | ✓ | ✓ |
| Breakouts, Bullish, Bearish & Fair value gapTicker screens on Stock Search | ✓ | ✗ | ✓ | ✓ |
| Head to Head ScreenerCompare up to five stocks side by side | ✓ | ✗ | ✓ | ✓ |
| Capitol Trades | ✓ | ✗ | ✓ | ✓ |
| Follow the Money | ✓ | ✓ | ✓ | ✓ |
| Event CalendarMarket Events, Earnings, Splits, Upgrades · sign-up required | ✓ | ✓ | ✓ | ✓ |
| Charts | ||||
| Chart panesHow many charts you can open at once on Charts | ✓4 | ✓1 | ✓2 | ✓4 |
| Active price alertsEmail when price crosses a line you draw. Triggered alerts stay until you remove them. | ✓5 | ✓5 | ✓15 | ✓40 |
| Financial Wellbeing | ||||
| Investment CalculatorGrowth, inflation & LTCG estimate · sign-up required | ✓ | ✓ | ✓ | ✓ |
| Tax HarvestThis-year CGT room vs loss harvest · sign-up required | ✓ | ✓ | ✓ | ✓ |
| Loan CalculatorAmortisation & extra payments · sign-up required | ✓ | ✓ | ✓ | ✓ |
| Retirement CalculatorMulti-account projection with tax | ✓ | ✗ | ✓ | ✓ |
| My Holdings & SnapTrade | ||||
| Brokerage connection via SnapTradeSchwab, Fidelity, E*TRADE and more. Learn more | ✓ | ✓ | ✓ | ✓ |
| My HoldingsLive positions, market value, and return vs S&P 500 on My Holdings | ✓ | ✓ | ✓ | ✓ |
| Full Net WorthMulti-account net worth, balances, and allocation on the same My Holdings page | ✓ | ✗ | ✗ | ✓ |
| SnapTrade Trade historyBuys, sells, transfers, and dividends with filters and totals | ✓ | ✗ | ✓ | ✓ |
| SnapTrade Holdings analyticsWin rate, equity curve, and trade stats from matched sells | ✓ | ✗ | ✓ | ✓ |
| Manual holdings entryTrack positions by hand when you are not connected to a broker | ✓Up to 5 | ✓Up to 5 | ✓Up to 30 | ✓Unlimited |
| WatchlistsLive quotes, breakouts, earnings, Slingshot flags | ✓1 list, 5 names | ✓1 list, 5 names | ✓5 lists, 20 names | ✓Unlimited |
| AI assistants | ||||
| AI AssistantsPortfolio · Screener · Head to Head · Calendar · Retirement · Investment · Loan (shared message pool) | ✓10 messages | ✓5 messages | ✓30 / billing period | ✓50 / billing period |
