Low Cost Subscription with Risk Free Trial

MyPanIQ provides free and premium subscriptions. The subscriptions allow users to create and follow asset allocation and other investment model portfolios. Subscribers receive regular newsletters as well as timely model portfolio rebalance updates. The newsletters cover a wide range of topics including financial planning, retirement planning, 401(k), IRA and taxable investment strategies, income investments & generation, and savings and spending tips. 

*: AAC: Asset Allocation Composite. SAA-EW: Strategic Asset Allocation Equal Weight. SAA-Optimal: Strategic Asset Allocation Optimal. TAA: Tactical Asset Allocation
**: Both SAA-Optimal and TAA are still accessible for subscribers who began before 12/31/2019

Portfolio that are not real time have 1+ month delayed holdings. It has all historical holdings and transactions and up to date return data.

There is no refund in annual subscription plans. If you are not sure about your subscription, please use a monthly plan.

A private plan consists of a list of funds (ETFs or mutual funds) of your own choice and their trading restrictions such as minimum holding periods.

Your credit card will be charged automatically in the next charge cycle (monthly or annually) unless you cancel your subscription.

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