Pricing
Personal accounts start free with everything an individual investor needs. Firms get clients, mandates and a team; we set that up with you.
Personal Free to start Create an account | Firm Priced by clients and seats Email us about a pilot | |
|---|---|---|
| Portfolios and holdings | Unlimited | Unlimited, per client |
| Broker connections, broker exports, fund statements, manual entry | Yes | Yes |
| Indian and US markets, INR or USD base | Yes | Yes |
| Risk, stress tests, correlation | Yes | Yes |
| Limits and alerts | Yes | Firm-wide mandates with per-portfolio overrides |
| Ask | Yes | Yes, across clients or one client |
| AI assistants over MCP (read-only) | Yes | Yes, per team member |
| Clients | – | Yes |
| Team members and roles | – | Owner, admin, manager, analyst, viewer |
| Audit log and CSV export | Export | Both |
A firm workspace can be started from any account under Settings and tried with your own team before we agree a price.