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SIMPLE PRICING

Start free, upgrade when you need more AI power. No hidden fees, no surprises.

Free

$0forever

Perfect for getting started with portfolio health tracking.

Daily AI Limits
Chat Messages20
AI Insights10
  • Health Score Dashboard
  • Basic Risk Metrics
  • Time Machine (Backtest & Scenarios)
  • Community Support

Starter

$5/month

For active traders who want deeper AI insights.

Daily AI Limits
Chat Messages100
AI Insights50
  • Everything in Free
  • Advanced Deep Dive Metrics
  • Priority AI Responses
  • Email Support

Pro

$15/month

For serious investors and portfolio managers.

Daily AI Limits
Chat Messages500
AI Insights200
  • Everything in Starter
  • Unlimited Backtesting
  • Custom Scenario Builder
  • Priority Support
Powered by Claude

Your Personal Crypto Analyst

Ask anything about your portfolio. Get institutional-quality insights in plain English.

AI Chat

Have a conversation with Sage, your AI portfolio assistant. Ask questions, get explanations, and understand your investments better.

Try asking:
"Why is my health score 72?"
"Am I too concentrated in Bitcoin?"
"What does Sharpe ratio mean for me?"
"How can I reduce my portfolio risk?"

AI Insights

One-click analysis that generates detailed insights about specific metrics. Deep dives into your portfolio's strengths and weaknesses.

Get insights on:
Returns Analysis
Risk Assessment
Diversification
Optimization Tips
Sample Conversation
You
My portfolio dropped 15% this week. Should I be worried?

Looking at your portfolio, the 15% drop is primarily driven by your 60% BTC allocation which fell 18% this week. Here's the context:

  • Your volatility score (58) already predicted larger swings
  • This drawdown is within your historical max drawdown of -22%
  • Your diversification score of 45 means you're more exposed to BTC moves

Recommendation: This is normal volatility for your risk profile. If you want smaller swings, consider adding 10-15% stablecoins.

Compare Plans

Feature Breakdown

FeatureFreeStarterPro
Health Score Dashboard
Deep Dive MetricsBasicAdvancedAdvanced
Time Machine (Backtest & Scenarios)
Optimize (Efficient Frontier)
AI Chat Messages (daily)20100500
AI Insights (daily)1050200
Custom Scenario Builder--
SupportCommunityEmailPriority
Questions?

Frequently Asked

AI features use Claude's API which has real costs. Rate limits ensure sustainable free tier access for everyone while protecting against abuse. Paid tiers get significantly higher limits.

Each message you send to Sage (our AI assistant) counts as one chat message. Follow-up questions in the same conversation each count individually.

Generating portfolio insights or recommendations through the 'Get AI Insights' feature counts as one insight. Viewing previously generated insights doesn't count.

All daily limits reset at midnight UTC. You can see your current usage and reset time in the dashboard.

Yes! You can upgrade at any time. Your new limits will apply immediately, and you'll be charged a prorated amount for the remainder of the billing period.

Absolutely. We never store your wallet private keys. Portfolio data is encrypted and only used to generate your personalized insights. See our Privacy section for details.

READY TO GET STARTED?

Start tracking your portfolio health with institutional-grade metrics in minutes.

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