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, ETFs and mutual funds, and savings and spending tips.

See What We Offer for more detailed description on the subscription tiers.

 

Free subscription tier

• Regular free newsletters
• Back-test and follow portfolios with a preselected collection of funds (‘static’ portfolios)

Basic subscription tier

• Include all free subscription features
• Premium monthly newsletters
• Follow the best idea strategic asset allocation ETF model portfolios
• Follow tactical asset allocation ETF model portfolios
• Follow total return fixed income ETF and mutual fund model portfolios
• Custom and follow a model portfolio with a custom risk profile based on strategic and tactical asset allocation strategies for a 401(k) plan

Expert and Pro subscription tier

• Include all basic subscription features
• Best idea advanced ETF model portfolios
• More various model portfolios based on many investment strategies

Portfolios 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 unsure about your subscription, please use a monthly plan.

A private plan comprises a selection of funds (ETFs or mutual funds) chosen by subscribers and includes 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.

SAA (Strategic Asset Allocation): Strategic Asset Allocation Optimal. TAA: Tactical Asset Allocation. AAC: Asset Allocation Composite.