Free
$0
One IRA XRay with the allocation overview, cost summary and alert titles.
- Current allocation against an educational target model
- Weighted expense ratio and cost summary
- Alert titles so you know what was found
- The complete sample IRA report
Checking your plan…
Reading your account.
Compare Free and Premium
Premium
$9.99/month
Or $99/year billed annually.
- Every holding in one table, with costs and Diamond Ratings
- Fund-family exposure and overlap pairs
- Full detail behind each finding, not just the title
- Unlimited IRA X-Rays you can revisit and compare
Premium upgrades cannot be started from IRA XRay yet: this site has no authorized Premium checkout price configured. Your Premium status is still read from your shared account, so an existing Premium membership continues to work here.
Sign in first so your membership is attached to your account.
Portfolio Checkup — $499 one time
A one-time in-depth review of your IRA with a written report. It is a separate one-time product and is not part of a Premium membership.