ProfiTree
AutomatedTax optimization tool that monitors brokerage accounts for tax-loss harvesting and rebalancing opportunities.
Active plans
3
Total changes
3
Last change
Jul 18, 2026
Price trend
no history
What we know about ProfiTree’s pricing
Moderately activeChanges in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 80% of Finance & Accounting tools (1721 compared)
Current pricing
Free
monthlyFree
- Essential monitoring to keep tabs on your tax picture
- Free forever - no hidden fees
- High-level tax summary dashboard
- Quick estimate of potential annual tax savings
- Smart, personalized tax optimization
- Preview tax impact before your trades
- Liquidate or Rebalance with tax-efficiency
- Trade execution
- Free Tax Savings Estimate
Pro Plan
yearly$10.75/mo
billed annually · $129/yr
$129 per year
- Everything in Free plan
- Smart, personalized tax optimization
- Preview tax impact before your trades
- Liquidate or Rebalance with tax efficiency
- Trade execution (coming soon)
- Full refund if you save less than $1,000
Enterprise
customCustom
- Custom pricing based on your needs
- Dedicated account manager
- Custom integrations with your systems
- Bulk account management
- Advanced reporting & analytics
- Priority support & SLA guarantees
Price history
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 18, 2026 | Enterprise | new plan | — | — | — |
| Jul 18, 2026 | Pro Plan | new plan | — | $129 | — |
| Jul 18, 2026 | Free | new plan | — | $0 | — |
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