Portfolio rebalancing and automation tool for self-directed investors.
Active plans
2
Total changes
5
Last change
Aug 4, 2026
Price trend
Changes in 12 months
5
Cadence
Every 5 days
Direction
Recently restructured
Category position
Pricier than 73% of Finance & Accounting tools (1721 compared)
billed annually · $99/yr
$99/year
Last 5 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Aug 4, 2026 | Community User | restructure | $0 | $0 | — |
| Jul 15, 2026 | Elite Member | new plan | — | $99 | — |
| Jul 15, 2026 | Community | new plan | — | $0 | — |
| Jul 15, 2026 | Elite Member | new plan | — | $99 | — |
| Jul 15, 2026 | Community | new plan | — | $0 | — |
No confirmed competitors yet. These are Finance & Accounting products at a similar price, matched automatically — not verified alternatives.