Choose Your Plan
Unlock the power of AI-driven investment intelligence
Explorer
Start your investment journey
- Basic portfolio tracking
- Limited education resources
- Simple trade journaling
- 1 AI Trading Card daily (stocks only)
- 50,000 AI tokens monthly
Growth
Expand your investing capabilities
- Everything in Explorer
- Advanced portfolio analysis
- Full education library access
- Enhanced AI recommendations
- Up to 5 portfolios
- Basic stock screening
- AI Trading Cards for stocks & ETFs
- 250,000 AI tokens monthly
Accelerator
Optimize your investment strategy
- Everything in Growth
- Advanced portfolio optimization
- Advanced stock screener
- AI-powered trade ideas
- Up to 15 portfolios
- Trade simulator access
- AI Trading Cards for stocks, ETFs & options
- Trading cards sharing capabilities
- 1,000,000 AI tokens monthly
Alpha
Maximize your edge in the market
- Everything in Accelerator
- Institutional data access
- Advanced AI research assistant
- Custom strategy development
- Priority support
- Unlimited portfolios
- AI Trading Cards for all asset classes
- Premium trading card collections
- Custom trading card generation
- 3,000,000 AI tokens monthly
Institutional
Enterprise-grade solutions
- Everything in Alpha
- Custom integrations
- Dedicated account manager
- White-labeled solutions
- API access
- Team collaboration tools
- Unlimited AI usage
Premium Programs
Portfolio Architect Certification
Master portfolio construction and optimization
- 12-week course curriculum
- Live coaching sessions
- Portfolio templates
- Certification upon completion
- Private community access
AI Investment Mastery Program
Learn to leverage AI for superior returns
- Advanced AI techniques for investing
- 24 video modules
- Custom AI model access
- Monthly strategy sessions
- Trading algorithms library
Expert Webinar Series
Learn from top investment professionals
- Monthly live webinars
- Q&A with industry experts
- Recorded sessions library
- Actionable strategy guides
- Trading checklists
Elite Coaching
Done-With-You Portfolio Management
Personalized portfolio strategy & execution
- Initial portfolio audit
- Custom investment strategy
- Weekly coaching calls
- Trade review & feedback
- 1-year unlimited support
Frequently Asked Questions
Everything you need to know about our pricing and tokens
What are AI tokens and how do they work?
AI tokens are the units of processing power used by our AI features. Each AI interaction (analysis, question, etc.) consumes tokens based on complexity. Your plan includes a monthly token allocation that refreshes each billing cycle. You can view your current token usage in your account dashboard.
What happens if I use all my monthly tokens?
If you reach your monthly token limit, you can continue using non-AI features without interruption. For continued AI feature access, you can either upgrade your plan or purchase additional token packs at $0.01 per 1,000 tokens. Unused purchased tokens roll over for up to 3 months.
Can I switch plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Upgrades take effect immediately with prorated billing. Downgrades and cancellations take effect at the end of your current billing cycle. No refunds are provided for partial months.
Do you offer discounts for annual billing?
Yes! You can save up to 20% by choosing annual billing on any of our paid plans. The annual discount is automatically applied at checkout when you select the annual billing option.
What's included in the Institutional plan?
Our Institutional plan is customized based on your organization's specific needs. It includes multi-user access, role-based permissions, compliance tools, custom API integrations, dedicated account management, and SLA guarantees. Contact our sales team for a personalized quote and feature set.
Is there a free trial for paid plans?
Yes, the Growth plan offers a 7-day free trial. You can upgrade to any plan directly from your free Explorer account without losing any of your data. We'll only charge your card once the trial period ends, and you can cancel anytime before then.
Ready to transform your investing?
Start for free or schedule a demo with our team to see how Unlimited Portfolios can power your investment journey.
Have questions? Contact our sales team or call us at (888) 555-UNLM