Simple, transparent pricing.

Yes. The Free plan allows you to track up to 10 holdings with live prices and generate a Capital Gains Tax (CGT) report at no cost. No credit card required, no expiry. It's a genuine free tier, not a time-limited trial.

The Essential plan at $19/month (AUD, GST inclusive) includes unlimited ASX and US equity holdings, a full net wealth dashboard, property and mortgage tracking, budget and cashflow tools, superannuation balance and projection tracking, complete CGT and tax reporting, and a secure document vault. Live equity prices are included.

The Professional plan at $49/month includes everything in Essential, plus: AI-powered daily alerts on your specific holdings, the Week in Review intelligence briefing each Monday, analyst consensus and broker price target data, Stake and Interactive Brokers (IBKR) support, crypto tracking, unlimited scenario analysis (bull, base, bear), and adviser read-only share links.

Yes. Essential and Professional plans include a 14-day free trial. No credit card is required to start. Your card is saved at checkout but not charged until the trial ends. You can cancel before the trial ends at no cost, and you'll automatically move to the Free plan. You can also explore the full platform right now using our live demo.

Yes. Monthly plans can be cancelled at any time from your Profile tab inside the dashboard. You retain access until the end of your current billing period, with no immediate cutoff. Annual plans are non-refundable after the trial period ends, but you can cancel to prevent renewal at the end of your annual term.

AI analysis covers on-demand research questions, the AI chat assistant, and AI document parsing. Essential includes 20 analyses per month, Professional includes 150, and Private Office is unlimited. The Free plan does not include AI analysis. Your allowance resets on the 1st of each month, and unused analyses do not roll over. Professional and Private Office also add automated AI daily alerts and the Week in Review briefing on top of the on-demand allowance.

Annual billing saves 25% compared to paying monthly. Essential drops from $19/month to $14/month, billed as $168 once per year. Professional drops from $49/month to $37/month, billed as $444 once per year. Both plans include the same 14-day free trial.

Yes. All prices shown are in Australian dollars (AUD) and inclusive of GST. The prices you see on this page are the prices you pay. No surprises at checkout.