One workspace. Three depths.
Free is your private baseline. Pro adds structured portfolio awareness. Premium opens the full investor intelligence layer — Morning Briefing, Portfolio Memory and AI reflection.
Billing unavailable — subscriptions are opening soon. You can still use the Free plan.
Free
Private baseline for tracking a small portfolio or watchlist.
- 10 holdings · 10 watchlist · 1 portfolio
- Delayed U.S. quotes (~15 min) & gain/loss
- Saved locally in your browser — anonymous by default
- 30-day history · 3 basic AI observations / day
- No alerts, no Morning Briefing, no Portfolio Memory
Pro
Structured awareness with more watchlists, alerts, goals, and portfolio context.
$4.00/mo billed annually
- 100 holdings · 50 watchlist · up to 3 portfolios
- Trend analysis & observational momentum indicator
- 5 active price, position & gain/loss alerts
- Portfolio Memory — thesis, conviction & allocation drift (basic)
- 1-year history · watchlist intelligence · CSV export
Premium
Full investor intelligence with AI-assisted reflections, deeper memory, and advanced workspace features.
$15.00/mo billed annually
- 500 holdings · 100 watchlist · up to 10 portfolios
- Morning Briefing — daily institutional operating summary
- Portfolio Memory with AI reflection & multi-year timeline
- Market Weather & advanced signals · 100 alerts
- AI Companion — per-asset, portfolio-wide & conversational
Plan comparison
A clear view of what each tier includes — limits, intelligence depth, and tooling.
| Feature | Free | Pro | Premium |
|---|---|---|---|
| Holdings | 10 | 100 | 500 |
| Watchlist | 10 | 50 | 100 |
| Portfolios | 1 | 3 | 10 |
| History depth | 30d | 1y | 5y |
| Local-first · saved in your browser | |||
| Delayed U.S. quotes (~15 min) & gain/loss | |||
| Trend analysis (1W / 1M / 3M / 1Y) | — | ||
| Observational momentum indicator (informational only) | — | ||
| Price, position & gain/loss alerts | — | 5 | 100 |
| Market Weather · regime & risk signals | — | Basic | Advanced |
| Portfolio Memory · thesis & conviction | — | Basic | Unlimited |
| Allocation drift awareness | — | ||
| Morning Briefing · daily operating summary | — | — | |
| AI reflection on portfolio memory | — | — | |
| AI observations / day | 3 | 25 | 200 |
| AI Companion · per-asset review | — | — | Advanced |
| AI Companion · portfolio-wide review | — | — | |
| Conversational AI (Ask) | — | — | |
| Earnings calendar | — | — | |
| Dividend tracker | — | — | Advanced |
| CSV export | — |
Holdings
Watchlist
Portfolios
History depth
Local-first · saved in your browser
Delayed U.S. quotes (~15 min) & gain/loss
Trend analysis (1W / 1M / 3M / 1Y)
Observational momentum indicator (informational only)
Price, position & gain/loss alerts
Market Weather · regime & risk signals
Portfolio Memory · thesis & conviction
Allocation drift awareness
Morning Briefing · daily operating summary
AI reflection on portfolio memory
AI observations / day
AI Companion · per-asset review
AI Companion · portfolio-wide review
Conversational AI (Ask)
Earnings calendar
Dividend tracker
CSV export
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MomentumTrackr provides portfolio tracking and informational market intelligence only. Nothing on the platform constitutes financial advice.