Transparent Pricing

Honest analysis.
No hidden agenda.

Start free. No credit card, no account, no sales call. Upgrade when you want the full picture.

Monthly
Annual Save 20%
Free Tier
$0/mo

Full portfolio analysis with no strings attached. The insight most investors never get — completely free.

Start Free Analysis
Portfolio Analysis
✓
Diversification score (0–100)
✓
Asset class breakdown
✓
Geographic exposure mapping
✓
Sector concentration flags
✓
Correlation matrix (top 5 classes)
✓
Risk & volatility profile
✓
Fee drag calculator
✓
Tax efficiency flags
✓
Up to 5 recommendations
Account & Storage
×
Save portfolios
×
Portfolio history & tracking
×
PDF export
Most Popular
Pro
$ 19 /mo

Full institutional-grade depth. Every factor analyzed, every recommendation quantified, unlimited portfolio saves.

Everything in Free, Plus:
★
Monte Carlo retirement projections
★
Benchmark comparison (S&P, 60/40, etc.)
★
Rebalancing calendar & alerts
★
Full sector & holding overlap map
★
Tax-loss harvesting opportunities
★
Unlimited portfolio saves
★
Portfolio history & drift tracking
★
PDF report export
★
Priority email support
★
Early access to new features
🛡

30-Day Money-Back Guarantee

If Pro doesn't deliver the clarity you expected within 30 days, we'll refund every cent. No questions asked. We're confident in what this analysis reveals.

Full Comparison

Every feature,
side by side.

Feature Free Pro
Core Analysis
Diversification score (0–100)✓✓
Asset class breakdown✓✓
Geographic exposure analysis✓✓
Correlation matrixTop 5 classesAll classes
Risk & volatility profile✓✓
Fee drag calculator✓✓
Tax efficiency flags✓✓
Actionable recommendationsUp to 5Unlimited + quantified
Advanced Features
Benchmark comparison—✓
Monte Carlo projections—✓
Rebalancing calendar—✓
Tax-loss harvesting flags—✓
Full holding overlap map—✓
Account & Export
Saved portfolios—Unlimited
Portfolio drift alerts—✓
PDF report export—✓
Priority support—✓
FAQ

Common Questions

Do I need to connect my brokerage account?
+
No. AffluenceEdge uses manual entry only. You type in your tickers and values — we never ask for brokerage credentials, account numbers, or any personally identifying financial data. Your data never leaves your browser on the free tier.
Is this personalized investment advice?
+
No. AffluenceEdge is an educational analysis tool. The reports, scores, and recommendations are algorithmic outputs based on generally accepted investment frameworks — not personalized advice from a registered investment adviser. We strongly encourage consulting a qualified financial professional for decisions specific to your situation.
How is this different from Empower or Morningstar?
+
Empower (formerly Personal Capital) is free but uses your portfolio data to generate leads for their managed account sales team — expect advisor calls. Morningstar's tools are research-grade but complex and expensive. AffluenceEdge is purpose-built for self-directed investors who want institutional clarity without the advisor pipeline or learning curve.
Can I cancel Pro anytime?
+
Yes. Pro is month-to-month with no commitment. Cancel anytime and your access continues through the end of the billing period. No cancellation fees, no retention calls.
What tickers does the analyzer support?
+
The current version includes 100+ pre-mapped tickers covering the most common ETFs, index funds, bonds, REITs, and major single stocks. For unrecognized tickers, you can manually select the asset class. We're expanding the database continuously and Pro users will get full live ticker data via API integration.