✦ HoldingsAnalytics.ai

Plans & Pricing

Priced by the positions you track — the more of your book you bring, the deeper the AI goes.

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🏛️ Founding Member — Pro for life at $15.00/mo 40% off the Pro plan, locked forever · only 50 seats left Claim a seat ↓

Free

$0

Kick the tires — no card

  • 10 positions · 1 account
  • • Consolidated dashboard + scorecards
  • • Weekly AI refresh
Start free or open the read-only demo →

Starter

$9.99/mo

Your first real book

  • 20 positions · unlimited accounts
  • • Action lanes (trim / profit / underwater)
  • • Alerts + pattern watch
  • • Weekly deep-AI refresh
MOST POPULAR

Investor

$29.99/mo

Serious multi-account investing

  • 50 positions · unlimited accounts
  • • Everything in Starter
  • • New-buy Screener + World Markets
  • • Congress + smart-money tracking
  • • Daily refresh · deep AI every 3 days

Pro

$39.00/mo

The full nightly AI desk

  • 100 positions · unlimited accounts
  • • Everything in Investor
  • Nightly flagship AI on every holding
  • • Tax-loss + estate + asset location
  • • Action plans, Pulse synthesis, scenarios

Unlimited · Family UP TO 5 PEOPLE

Everything HoldingsAnalytics does, with no caps — for your whole household.

  • Unlimited positions & accounts
  • • 5 family seats, one bill
  • • Quant Lab: backtester, param sweep, signal lab, calibration
  • • Intraday AI refresh (3×/day) + nightly flagship
  • • Everything in Pro, for every member
  • • Priority support

$99/mo

Founding Member LIMITED · 50 LEFT

Every Pro feature, 40% off, locked for life — the price never rises as long as you stay subscribed. Plus a founding badge and a direct line on the roadmap.

$15.00/mo for life

Cancel anytime. Prices in USD. Annual plans are billed once a year at 10× the monthly price (2 months free). Positions are counted per account — the same ticker held in two accounts is two positions. Not investment advice — for informational purposes only.