pricing
Start free, upgrade to the
complete advisor workflow
Explore Genesis Risk Monitor for free. Pro adds client portfolios, advisor-created models, portfolio comparison, scenario analysis, and editable proposals.
Free
Free
Explore
Explore market data, research, workspaces, and basic portfolio analysis.
- US market data
- Core workspace and widgets
- 1 active portfolio
- Basic portfolio analytics
- 5 active alerts
Starter
$28.99/month (€24.99/month)
$23.99 / €19.99 per month, billed annually
Individual analysis
For individual investors who need global data, risk metrics, alerts, and one read-only broker connection.
- US and global coverage
- VaR and Expected Shortfall
- Exposure analysis
- 5 active portfolios
- 1 read-only broker connection
Seven-day trial, no card required
Advanced
$54.99/month (€48.99/month)
$44.99 / €38.99 per month, billed annually
Individual analysis
For active individual investors who need valuation, backtesting, FX hedging, and expanded limits.
- DCF valuation
- Backtesting
- FX hedging
- 10 active portfolios
- 2 read-only broker connections
Seven-day trial, no card required
Pro
Complete advisor workflow$138.99/month (€118.99/month)
$97.30 / €83.30 per month, billed annually
Advisor plan
The primary plan for financial advisors and RIAs, including client portfolios, advisor-created models, portfolio comparison, scenario analysis, and editable proposals.
- Client portfolios
- advisor-created models
- Portfolio comparison and scenario analysis
- Proposal Builder with Word and PDF export
- 300 proposals
Seven-day trial, no card required
Enterprise
Custom pricing
Organization plan
The Pro workflow for organizations that need dedicated infrastructure, team controls, auditability, and custom rollout support.
- Everything in Pro
- Dedicated infrastructure
- Multi-user roles, audit trail, and version history
- Unlimited portfolios and proposals
- Custom rollout support
Compare
plans and features
Market data and coverage
Market coverage : US and global
Stocks, ETFs, crypto, and FX
Commodities, bonds, and funds
Dividends
Research and fundamentals
Financial-statement history : 40 years
Filings
ETF metrics
Earnings estimates
Revenue estimates
Analyst estimates
Earnings calendar
Fixed-income analytics
Screeners : Stocks and ETFs
Saved screeners : Unlimited
Economic indicators
News
Workspace and monitoring
Workspace pages : Unlimited
Widgets : Unlimited
Watchlists : Unlimited
Market dashboard
Professional charts
Technical indicators
Risk analytics
Correlation and covariance
VaR and Expected Shortfall/CVaR
Exposure analysis
DCF valuation
Backtesting
FX hedging
Scenario analysis
Portfolio tools
Active portfolios : 300
Portfolio data
Portfolio analytics
Client portfolios
Model portfolios
Portfolio comparison
Advisor workflow
Proposal Builder
Proposal count : 300
Edit proposal
Custom proposal pages
Company branding
Word export
PDF export
Alerts and connectivity
Price alerts
Portfolio alerts
Risk alerts
Active alerts : 600
Broker integration
Active broker connections : Unlimited
Enterprise controls
Dedicated infrastructure
Multi-user and team roles
Audit trail and version history
Custom rollout support
Billing and trials
Monthly price : €118.99 / $138.99
Annual monthly-equivalent price : €83.30 / $97.30
Annual commitment : 12 months
Seven-day trial (no card) : Included
Enterprise contact requirement : —
| Free | Starter | Advanced | Pro | Enterprise | |
|---|---|---|---|---|---|
| Market data and coverage | |||||
| Market coverage | US | US and global | US and global | US and global | US and global |
| Stocks, ETFs, crypto, and FX | Yes | Yes | Yes | Yes | Yes |
| Commodities, bonds, and funds | Yes | Yes | Yes | Yes | Yes |
| Dividends | Yes | Yes | Yes | Yes | Yes |
| Research and fundamentals | |||||
| Financial-statement history | 5 years | 10 years | 20 years | 40 years | 40 years |
| Filings | Yes | Yes | Yes | Yes | Yes |
| ETF metrics | Yes | Yes | Yes | Yes | Yes |
| Earnings estimates | No | Yes | Yes | Yes | Yes |
| Revenue estimates | No | Yes | Yes | Yes | Yes |
| Analyst estimates | No | Yes | Yes | Yes | Yes |
| Earnings calendar | Yes | Yes | Yes | Yes | Yes |
| Fixed-income analytics | No | Yes | Yes | Yes | Yes |
| Screeners | Stocks | Stocks and ETFs | Stocks and ETFs | Stocks and ETFs | Stocks and ETFs |
| Saved screeners | 2 | 5 | Unlimited | Unlimited | Unlimited |
| Economic indicators | No | Yes | Yes | Yes | Yes |
| News | Yes | Yes | Yes | Yes | Yes |
| Workspace and monitoring | |||||
| Workspace pages | 1 | 2 | Unlimited | Unlimited | Unlimited |
| Widgets | 5 | Unlimited | Unlimited | Unlimited | Unlimited |
| Watchlists | 2 | 5 | 10 | Unlimited | Unlimited |
| Market dashboard | Yes | Yes | Yes | Yes | Yes |
| Professional charts | Yes | Yes | Yes | Yes | Yes |
| Technical indicators | Yes | Yes | Yes | Yes | Yes |
| Risk analytics | |||||
| Correlation and covariance | Yes | Yes | Yes | Yes | Yes |
| VaR and Expected Shortfall/CVaR | No | Yes | Yes | Yes | Yes |
| Exposure analysis | No | Yes | Yes | Yes | Yes |
| DCF valuation | No | No | Yes | Yes | Yes |
| Backtesting | No | No | Yes | Yes | Yes |
| FX hedging | No | No | Yes | Yes | Yes |
| Scenario analysis | No | No | No | Yes | Yes |
| Portfolio tools | |||||
| Active portfolios | 1 | 5 | 10 | 300 | Unlimited |
| Portfolio data | Yes | Yes | Yes | Yes | Yes |
| Portfolio analytics | Yes | Yes | Yes | Yes | Yes |
| Client portfolios | No | No | No | Yes | Yes |
| Model portfolios | No | No | No | Yes | Yes |
| Portfolio comparison | No | No | No | Yes | Yes |
| Advisor workflow | |||||
| Proposal Builder | No | No | No | Yes | Yes |
| Proposal count | — | — | — | 300 | Unlimited |
| Edit proposal | No | No | No | Yes | Yes |
| Custom proposal pages | No | No | No | Yes | Yes |
| Company branding | No | No | No | Yes | Yes |
| Word export | No | No | No | Yes | Yes |
| PDF export | No | No | No | Yes | Yes |
| Alerts and connectivity | |||||
| Price alerts | Yes | Yes | Yes | Yes | Yes |
| Portfolio alerts | No | Yes | Yes | Yes | Yes |
| Risk alerts | No | Yes | Yes | Yes | Yes |
| Active alerts | 5 | 50 | 200 | 600 | Unlimited |
| Broker integration | No | Yes | Yes | Yes | Yes |
| Active broker connections | — | 1 | 2 | Unlimited | Unlimited |
| Enterprise controls | |||||
| Dedicated infrastructure | No | No | No | No | Yes |
| Multi-user and team roles | No | No | No | No | Yes |
| Audit trail and version history | No | No | No | No | Yes |
| Custom rollout support | No | No | No | No | Yes |
| Billing and trials | |||||
| Monthly price | Free | €24.99 / $28.99 | €48.99 / $54.99 | €118.99 / $138.99 | Contact sales |
| Annual monthly-equivalent price | Free | €19.99 / $23.99 | €38.99 / $44.99 | €83.30 / $97.30 | Contact sales |
| Annual commitment | Not applicable | 12 months | 12 months | 12 months | Custom agreement |
| Seven-day trial (no card) | Not required | Included | Included | Included | Contact sales |
| Enterprise contact requirement | — | — | — | — | Required |
Try the paid plans free for 7 days
Starter, Advanced, and Pro include a seven-day trial with no credit card required. Create an account first, then choose the plan through the product. Annual amounts are displayed as monthly equivalents and billed annually.
Answers to the frequently asked questions.
Still have questions?
Visit our Contact page or the Help Center for setup guidance and plan details.
Pro is the first Genesis plan with model portfolios. Enterprise also includes model portfolios. Advisors create and select the models used in the workflow.
Pro is the first Genesis plan with portfolio comparison. Enterprise also includes it. Genesis provides analytical comparison; it does not select a model or determine suitability.
Pro is the first Genesis plan with client portfolios. Enterprise also includes them. Free, Starter, and Advanced do not include the advisor client-portfolio workflow.
Pro is the first plan with Proposal Builder and the complete Analyze–Compare–Propose workflow. Enterprise includes the same proposal workflow for organizational deployment.
Yes. Pro includes Word and PDF export for Proposal Builder. Enterprise includes both export options as well.
Yes. Starter, Advanced, and Pro are documented with a seven-day trial, and no credit card is required to start it. Create an account first, then choose the applicable paid plan through the product flow.
For manual portfolios, Genesis prevents another portfolio from being created at the plan limit and presents an upgrade message; deleting a manual portfolio removes it from that count. Proposal Builder access is gated to Pro and Enterprise. Because proposal-count handling is not described here as a separate in-product rule, check the in-product message or contact support for account-specific proposal capacity.
Annual prices are displayed as monthly equivalents and billed annually. The annual commitment is twelve months.
Pro is the primary advisor plan and the first plan with the complete Analyze–Compare–Propose workflow. Enterprise extends that workflow with organizational controls.
Enterprise adds dedicated infrastructure, multi-user roles, audit trail and version history, unlimited portfolios and proposals, and custom rollout support. Pricing and terms are custom.
Still have questions?
Visit our Contact page or the Help Center for setup guidance and plan details.
Bring your next portfolio conversation into focus
Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work.