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*: 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.

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