Pricing

Affordable plans with the investment tools to match

Choose the one that is right for you

Buy and Hold Plan

$20/month, billed annually

3 User-Created Portfolios

20 Saved Optimized Portfolios

10 Optimizations per Week

150 Financial Instruments per Portfolio

Active Rebalance Plan

$38/month, billed annually

8 User-Created Portfolios

30 Saved Optimized Portfolios

40 Optimizations per Week

200 Financial Instruments per Portfolio

Frequently Asked Questions

What securities and markets do you cover?

For now, users only have access to U.S. equities. Moving forward we will expand the number of securities and markets we cover. This includes U.S. ETFs and mutual funds.

What happens at the end of my free trial?

When you sign up for a free trial, you will have full access to everything AdvancedPort has to offer through our Buy and Hold plan. After your free trial ends you can choose one of our pricing plans that works for you. If you don’t think AdvancedPort is right for you, no worries. We do not require a credit or debit card during sign up.

What are optimizations?

Optimization is the process of finding the best mix of the holdings in your portfolio. In our pricing plans, it refers to any time you optimize one of your portfolios.

Can I save optimized portfolios?

Yes, you can. Optimized portfolios are separate from user-created portfolios. Each plan limits the number of optimized portfolios that can be saved for later use.