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Pricing

Simple, transparent pricing

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Simple, Transparent Pricing

Free

$0

Always free

  • The free IRA X-Ray questionnaire and holdings entry
  • One-page results snapshot with allocation and holdings
  • Fund facts pages
  • IRA News & Insights
  • Free Learning lessons
  • The advisor directory
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Premium

$9.99/month

or $99/year (save 17%)

  • Full explanation behind every alert and finding
  • The full fund-by-fund holdings table
  • Look-through overlap and fund-family detail
  • Premium Learning lessons
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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. Premium adds ongoing portfolio detail when you want it.