Free
$0
Always free
- One IRA analysis
- Core allocation overview
- Basic cost & risk insights
- Actionable insights
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Premium
$9.99/month
or $99/year (save 17%)
- Unlimited IRA X-Rays
- Detailed cost & overlap analysis
- Watchlist & fund comparisons
- Priority support
Portfolio Checkup
$499
One-time payment
- In-depth expert review
- Personalized written report
- Actionable recommendations
- 60-day email follow-up
Not sure where to start?
The free IRA X-Ray takes a few minutes and shows how your holdings compare to an educational target model. You can decide about Premium or a Portfolio Checkup afterward.