Low Cost Subscription with Risk Free Trial
Registered
for Beginners- FREE
- SAA-EW Realtime Portfolio
- Fixed Income Portfolio
- AAC Portfolio
- SAA-Optimal Portfolio
- TAA Portfolio
- Create Private Plans
- Realtime Portfolio Quota (1)
Basic
for Average Investors- FREE Trial: one month
- SAA-EW Portfolio
- Fixed Income Portfolio
- AAC Portfolio
- SAA-Optimal Portfolio **
- TAA Portfolio **
- Create Private Plans
- Realtime Portfolio Quota (5)
Expert
for Experienced Investors- FREE Trial: two weeks
- SAA-EW Portfolio
- Fixed Income Portfolio
- AAC Portfolio
- SAA-Optimal Portfolio
- TAA Portfolio
- Create Private Plans (5 plans)
- Realtime Portfolio Quota (10)
Pro
for Professional Investors- FREE Trial: two weeks
- SAA-EW Portfolio
- Fixed Income Portfolio
- AAC Portfolio
- SAA-Optimal Portfolio
- TAA Portfolio
- Create Private Plans (10 plans)
- Realtime Portfolio Quota (20)
*: 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
Any portfolio that’s not real time has 1+ month delayed holdings. It has also all historical holdings and transactions. Also can see up to date latest performance.
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.