See exactly why your portfolio performed the way it did.
Your first report is free. No account required.
Free
One full attribution report — free forever
- 1 free report
- Full two-tier Brinson-Fachler analysis
- AI-written portfolio narrative
- 1 portfolio
- PDF download
Pro
Unlimited reports, automated delivery
- Unlimited attribution reports
- Full two-tier Brinson-Fachler analysis
- AI-written portfolio narrative
- Scheduled delivery (weekly/monthly/quarterly)
- Up to 5 portfolios
- Watermark-free PDF reports
- Email delivery
- Report history
Common Questions
What happens after my free report?
Your first attribution report is completely free. After that, you'll need a Pro subscription for unlimited watermark-free reports, scheduled delivery, and more.
Can I switch between monthly and annual?
Yes. Annual subscribers can switch to monthly at renewal. Monthly subscribers can switch to annual at any time and receive prorated credit.
What happens if I cancel?
You keep full access until the end of your billing period. After that, your account moves to the free plan. Your report history and data are retained.
Is my data safe?
Yes. Your CSV is processed to generate the report, then the raw data is deleted. We store your reports, not your holdings. All data is encrypted in transit (TLS 1.2+) and at rest.