Pricing

One plan. Two cycles. Cancel anytime.

Every feature in a single plan, billed monthly or yearly. New capabilities ship as add-ons — never as a new tier. 30 days free, no credit card.

Pricing

Everything WealthFlows can do, in one plan.

Pick monthly or yearly. Add what you need on top — drop it any time.

One plan, every feature. New capabilities ship as add-ons — never as a new tier.

$14.99/ mo

$149 billed yearly (2 months free)

Unlimited brokerages + accounts
Unlimited holdings across stocks, ETFs, options, mutual funds, crypto, bonds, cash
Safety Score on every holding
Dividend calendar + growth + streak tracking
Tax-lot cost basis + wash-sale detection
Performance analytics (IRR, TWR, Sharpe, drawdown)
Multi-benchmark comparison (S&P 500, NASDAQ, Russell 2000)
Trade calendar + journal + playbooks
Year-end tax report exports
Priority live chat support

Includes a 30 days free, no credit card trial. Cancel anytime, no retention calls.

FAQ

What brokers do you support?
180+ US brokers via SnapTrade — Schwab, Fidelity, Robinhood, IBKR, Vanguard, E*TRADE, Merrill, SoFi, Webull, JP Morgan Self-Directed, plus the long tail. If you have an account, we probably connect to it.
How do you keep my data safe?
Read-only access via SnapTrade (bank-level OAuth). We never see or store your brokerage password. Your data is encrypted at rest and in transit.
How accurate is the dividend calendar?
Projections use company-announced dividends plus historical payment patterns. We update daily — if a company raises, cuts, or changes their pay schedule, your calendar updates automatically.
Can I cancel anytime?
Yes. Cancel with one click. If you're on a trial, no credit card was ever required. No retention dark patterns.
Do you give investment advice?
No. We show you what you own and what it's doing. Decisions stay with you (or your advisor).
What about taxes?
We track lot-level cost basis, handle wash sales, and export year-end reports your accountant or tax software can read directly.

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