Simple, transparent pricing

Institutional-grade portfolio analysis, priced for individual investors. Start free, or try Pro free for 7 days — cancel anytime.

FREE

$0

forever

1 portfolio with AI scores

3 goal plans

10 AI chats per day

30 AI insights per day

Community, news, earnings & trending data

Create free account

PRO

Most popular

$19

/ month

Unlimited portfolios

Unlimited goal plans

100 AI chats per day

300 AI insights per day — scores, ratings & goal advice

Our most advanced quant engine, personalised to you

Priority support

7 days free, then $19/mo. Cancel anytime.

Cancel anytime

Secure card payments

Instant access

No hidden fees

Questions people ask before subscribing

Straight answers. If yours isn't here, ask us through the contact form and we'll reply.

What happens when the 7-day trial ends?

Your card is charged for the plan you picked and Pro continues uninterrupted. Cancel any time before day 7 from the billing portal in your profile and you are charged nothing at all — there is no partial-month fee and no cancellation fee.

What exactly is an "insight action"?

One insight action is one AI analysis you ask for — scoring a portfolio, generating buy/sell/hold ratings for all its holdings, or pulling a set of sector picks. Analysing a whole portfolio counts as one action no matter how many stocks are in it. Chat messages draw on a separate daily allowance, so a long conversation never eats into your analysis.

Is the free plan actually usable, or just a demo?

It is a real plan. You get one portfolio, three goals, 10 AI chats and 30 insight actions every day, plus the full market data, news, filings and community. Most people exploring a single portfolio never hit those limits. Pro exists for people running several portfolios or leaning on the AI daily.

What do I actually get for upgrading?

Unlimited portfolios and goals, 10× the daily allowances (100 chats and 300 insight actions), and our most capable analysis engine rather than the economy one — which in practice means longer, more specific reasoning about your holdings instead of short generic summaries.

Do I need to enter a card to try Pro?

Yes, the card is collected when the trial starts, which is how the subscription continues seamlessly if you keep it. You are not charged during the trial, and cancelling takes two clicks in the billing portal.

Can I switch between monthly and yearly?

Yes, from the billing portal. Yearly works out about 20% cheaper than paying monthly. Switching is prorated automatically, so you are never billed twice for the same period.

Is this financial advice?

No. QuantAdvisor is a research tool. It scores portfolios, rates holdings and explains market events in plain language so you can make better-informed decisions — but it does not know your full financial situation, and nothing it outputs is a personalised recommendation. Always do your own due diligence.

How do I cancel?

Profile → Manage billing → Cancel. It is self-service, takes under a minute, and you keep Pro access until the end of the period you have already paid for. No email, no retention call.

Prices in USD. Subscriptions renew automatically and can be cancelled anytime from your billing portal — access continues to the end of the period you paid for. Invoices are emailed automatically. QuantAdvisor provides research tools, not financial advice.

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