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Feature Comparison Chart

  • Performance Measures and Relevant Benchmarks
  • Multiple Account Aggregation
  • Wash Sale Alerting
  • Tax Lot Relief Letter
  • Sale Methodology Planning Tools
  • Cost Basis Adjusted for Corporate Actions and Dividends
  • Live Phone Support
  • Connects With Your Brokerage Account to Import Your Data
  • Allow you to view unlimited client accounts
  • Generate and Receive Market Alerts
  • Asset Allocation by Security Classification
  • Modeling Actual Allocation to Target Allocation
  • Prepares Your Schedule D Forms
  • Premium

  • Monthly: $9.95

    Yearly: $95.00

     

  • ESPP

  • Monthly: $4.95

    Yearly: $48.00

     

  • Professional

  • Monthly: $115.00

    Yearly: $1,120.00