Simple pricing. No surprises.

Frequently asked questions

• Is it really free?

  Yes. Adding, editing and tracking everything by hand is free forever: no card, no time limit and nothing held back, imports, goals, charts and exports included. The one paid feature is automatic broker sync, free for 14 days on every new account. When that ends, only the broker connection pauses and everything else keeps working.

• What happens when the broker trial ends?

  Nothing disappears and nothing locks. Every asset, trade, chart and goal stays where you left it, and you keep adding and editing by hand, free. Only the broker connection is disconnected, because it carries a per-connected-user cost, and everything it synced stays. Subscribe whenever you want and reconnect through your broker's own login: syncing resumes in the same portfolio.

• Can I export my portfolio?

  Yes, anytime, on the free plan too. Download an Excel workbook with every asset, allocation and transaction, or a formatted PDF report. Both cover all of your portfolios in your base currency. Taking a copy of your own data is never a paid feature.

• How do I cancel?

  Open Billing from your account menu to reach the Lemon Squeezy portal and cancel in two clicks. Cancelling stops the next renewal: broker sync keeps running until the end of the period you already paid for, then the connection is disconnected. Everything you entered or synced stays, and you keep editing it by hand for free.

• Can I delete my account?

  Yes, yourself, anytime, without contacting us. Open your account menu in the dashboard, choose Delete account, then type DELETE to confirm. It removes your portfolios, holdings, transactions, performance history and goals, disconnects any linked broker and cancels an active subscription. It is immediate and permanent, and we cannot recover any of it, so export a copy first if you want one. Deleting does not refund the remainder of a period you have already paid for, so if you only want to stop paying, cancel from Billing and keep your account.

• Can I get a refund?

  Yes. Your first paid invoice is fully refundable for 14 days, for any reason. Reach out to support and we'll take care of it. Renewal invoices are not eligible, but you can cancel anytime to stop future charges. The 14-day broker sync trial needs no card, so you can try it before you pay anything, and tracking by hand stays free either way. If the law where you live gives you a longer or wider right to cancel, that right applies on top of this.

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