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Portfolio Intelligence for Everyone

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  • Unlimited analyses
  • Full EPR score
  • Publish & fork portfolios
  • Save 1 portfolio
  • Academy access
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$18/month
  • Everything in Free
  • Unlimited saved portfolios
  • Full ETF overlap analysis
  • Concentration risk breakdown
  • Historical tracking

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For advisors & professionals

Custom pricing
  • Everything in Investor
  • White-label branding
  • Client portfolio management
  • Branded PDF reports
  • API access

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