Plans for Investors, Advisors, and Teams
Start with market and portfolio analysis, add advanced valuation and backtesting, or choose Pro for the complete advisor workflow: client portfolios, advisor-created models, portfolio comparison, and fully editable proposals. Paid self-service plans include a seven-day trial. Annual prices are monthly equivalents billed annually.
Individual analysis
Free, Starter, and Advanced support exploration and individual-investor workflows. Advanced adds valuation, backtesting, and FX hedging; it is not an advisor plan.
Explore market data, research, workspaces, and basic portfolio analysis.
No trial or payment required
Decision-relevant capabilities
For individual investors who need global data, risk metrics, alerts, and one read-only broker connection.
Monthly billing with a 7-day trial
Decision-relevant capabilities
For active individual investors who need valuation, backtesting, FX hedging, and expanded limits.
Monthly billing with a 7-day trial
Decision-relevant capabilities
Advisor and organizational workflows
Pro is the primary advisor plan. Enterprise adds organizational controls, dedicated infrastructure, and custom rollout support.
The primary plan for financial advisors and RIAs, including client portfolios, advisor-created models, portfolio comparison, scenario analysis, and editable proposals.
Monthly billing with a 7-day trial
Decision-relevant capabilities
The Pro workflow for organizations that need dedicated infrastructure, team controls, auditability, and custom rollout support.
Custom pricing and rollout terms
Decision-relevant capabilities
Plan progression
Explore markets and basic portfolios.
Add portfolio risk measurement and connectivity.
Add deeper valuation and historical testing.
Add the complete advisor workflow.
Add team deployment and governance.
Pro workflow
Review client and prospect portfolios, risk, exposure, concentration, and scenarios.
Explore the advisor workflowCompare a portfolio with advisor-created model portfolios and review analytical differences.
Explore portfolio comparisonShape editable proposal content, custom pages, and company branding, then export to Word or PDF.
Explore Proposal BuilderSee how advisor-created model portfolios fit into the workflow.
Inclusion is shown explicitly. Pricing is selected above; trial availability is separate from price.
| Feature | 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 | ✓ | ✓ | ✓ | ✓ | ✓ |
| Commodities, bonds, and funds | ✓ | ✓ | ✓ | ✓ | ✓ |
| Dividends | ✓ | ✓ | ✓ | ✓ | ✓ |
| Research and fundamentals | |||||
| Financial-statement history | 5 years | 10 years | 20 years | 40 years | 40 years |
| Filings | ✓ | ✓ | ✓ | ✓ | ✓ |
| ETF metrics | ✓ | ✓ | ✓ | ✓ | ✓ |
| Earnings estimates | Not included | ✓ | ✓ | ✓ | ✓ |
| Revenue estimates | Not included | ✓ | ✓ | ✓ | ✓ |
| Analyst estimates | Not included | ✓ | ✓ | ✓ | ✓ |
| Earnings calendar | ✓ | ✓ | ✓ | ✓ | ✓ |
| Fixed-income analytics | Not included | ✓ | ✓ | ✓ | ✓ |
| Screeners | Stocks | Stocks and ETFs | Stocks and ETFs | Stocks and ETFs | Stocks and ETFs |
| Saved screeners | 2 | 5 | Unlimited | Unlimited | Unlimited |
| Economic indicators | Not included | ✓ | ✓ | ✓ | ✓ |
| News | ✓ | ✓ | ✓ | ✓ | ✓ |
| Workspace and monitoring | |||||
| Workspace pages | 1 | 2 | Unlimited | Unlimited | Unlimited |
| Widgets | 5 | Unlimited | Unlimited | Unlimited | Unlimited |
| Watchlists | 2 | 5 | 10 | Unlimited | Unlimited |
| Market dashboard | ✓ | ✓ | ✓ | ✓ | ✓ |
| Professional charts | ✓ | ✓ | ✓ | ✓ | ✓ |
| Technical indicators | ✓ | ✓ | ✓ | ✓ | ✓ |
| Risk analytics | |||||
| Correlation and covariance | ✓ | ✓ | ✓ | ✓ | ✓ |
| VaR and Expected Shortfall/CVaR | Not included | ✓ | ✓ | ✓ | ✓ |
| Exposure analysis | Not included | ✓ | ✓ | ✓ | ✓ |
| DCF valuation | Not included | Not included | ✓ | ✓ | ✓ |
| Backtesting | Not included | Not included | ✓ | ✓ | ✓ |
| FX hedging | Not included | Not included | ✓ | ✓ | ✓ |
| Scenario analysis | Not included | Not included | Not included | ✓ | ✓ |
| Portfolio tools | |||||
| Active portfolios | 1 | 5 | 10 | 300 | Unlimited |
| Portfolio data | ✓ | ✓ | ✓ | ✓ | ✓ |
| Portfolio analytics | ✓ | ✓ | ✓ | ✓ | ✓ |
| Client portfolios | Not included | Not included | Not included | ✓ | ✓ |
| Model portfolios | Not included | Not included | Not included | ✓ | ✓ |
| Portfolio comparison | Not included | Not included | Not included | ✓ | ✓ |
| Advisor workflow | |||||
| Proposal Builder | Not included | Not included | Not included | ✓ | ✓ |
| Proposal count | — | — | — | 300 | Unlimited |
| Edit proposal | Not included | Not included | Not included | ✓ | ✓ |
| Custom proposal pages | Not included | Not included | Not included | ✓ | ✓ |
| Company branding | Not included | Not included | Not included | ✓ | ✓ |
| Word export | Not included | Not included | Not included | ✓ | ✓ |
| PDF export | Not included | Not included | Not included | ✓ | ✓ |
| Alerts and connectivity | |||||
| Price alerts | ✓ | ✓ | ✓ | ✓ | ✓ |
| Portfolio alerts | Not included | ✓ | ✓ | ✓ | ✓ |
| Risk alerts | Not included | ✓ | ✓ | ✓ | ✓ |
| Active alerts | 5 | 50 | 200 | 600 | Unlimited |
| Broker integration | Not included | ✓ | ✓ | ✓ | ✓ |
| Active broker connections | — | 1 | 2 | Unlimited | Unlimited |
| Enterprise controls | |||||
| Dedicated infrastructure | Not included | Not included | Not included | Not included | ✓ |
| Multi-user and team roles | Not included | Not included | Not included | Not included | ✓ |
| Audit trail and version history | Not included | Not included | Not included | Not included | ✓ |
| Custom rollout support | Not included | Not included | Not included | Not included | ✓ |
| 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 | Not required | Included | Included | Included | Contact sales |
| Enterprise contact requirement | — | — | — | — | Required |
Annual amounts are displayed as monthly equivalents and billed annually. Taxes may apply. Enterprise is custom. Live checkout or a signed agreement controls final commercial terms; features and limits may change.
Pricing FAQ
The advisor workflow begins with Pro. Enterprise extends it for organizational deployment.
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. 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.
