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| Feature | Free | Investor |
|---|---|---|
| Portfolio Tracking | ||
| Brokerage connections | — | Up to 25 |
| End-of-day prices | ||
| Real-time prices | — | |
| Extended hours pricing | — | |
| Holdings & positions view | ||
| Dividend tracking | ||
| Performance | ||
| Money-weighted returns | ||
| Performance by account & period | ||
| Sharpe, alpha, max drawdown | ||
| Benchmark comparison | ||
| Research | ||
| Stock & ETF watchlist | Up to 10 | |
| Price history charts | ||
| Fundamentals & financials | ||
| Dividend history & projections | — | |
| Fund holdings details | — | |
| Backtesting | ||
| Backtest portfolios | 1 portfolio | Unlimited |
| Deposit & withdrawal simulation | ||
| Benchmark overlay | ||
| Artificial Intelligence | ||
| AI Market Briefing (daily) | ||
| AI Chat Assistant | — | |