Pricing
Start free. Go Pro for the full detail.
Basic shows each analytics tab's summary and chart. Pro adds the full detail and room for 10 portfolios.
Basic
For one focused portfolio.
$0
Free, no card needed
$0
Free, no card needed
- 1 portfolio, up to 20 holdings each
- Unlimited brokerage connections
- Holdings, allocation and ETF look-through
- Analytics summaries and charts (limited)
- Benchmark, fund overlap and fund costs
- 5 position alerts
- 10 Ask Invix questions a day
Pro
For every account you own.
$10/month
Billed monthly · or $99/year
$99/year
$8.25/month billed annually · save $21
Everything in Basic, plus
- 10 portfolios, up to 100 holdings each
- Full detail on every analytics tab
- 50 position alerts, every type
- 200 Ask Invix questions a day
Pro renews automatically. Cancel anytime in Manage billing and keep Pro through the end of your paid period.
Prices in USD. Brokerage connections are read-only. Holdings limits apply to uploads; connected accounts sync every holding.
Compare plans
| Feature | Basic | Pro |
|---|---|---|
| Portfolios | 1 | 10 |
| Holdings per portfolio (uploaded or entered) | 20 | 100 |
| Holdings per connected portfolio | Every holding | Every holding |
| Brokerage connections (read-only) | Unlimited | Unlimited |
| ETF look-through | Every fund | Every fund |
| Holdings, allocation and fund details | Included | Included |
| Look-through analytics | Limited | Included |
| Performance | Limited | Included |
| Income | Limited | Included |
| Risk analytics | Limited | Included |
| Tax lots | Limited | Included |
| Benchmark comparison | Included | Included |
| Fund overlap between your ETFs | Included | Included |
| Portfolio cost from ETF fees | Included | Included |
| Position alerts | 5 | 50 |
| Alert types | Price level and moves | Every type |
| Ask Invix questions per day | 10 | 200 |