Pricing
AI-powered portfolio analysis with risk profiling
1 investment account
10 portfolio insights from Holi™
Integration with your financial institution*
Battle-tested stock and ETF ratings*
Stock and fund screener*
Retirement map
Macroeconomic dashboard
Basic
$24 / month
For investors seeking to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Free plan, plus
3 investment accounts
30 portfolio insights from Holi™ per month
Integration with your financial institution
Battle-tested stock and ETF ratings
Stock and fund screener
Premium
$34 / month
For investors who want to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Basic plan, plus
10 investment accounts
100 portfolio insights from Holi per month
Macroeconomic dashboard
3 client proposals
- Portfolio analytics
- Stress tests
- Retirement map
- Customizable PDF reports
10 Holi™ AI assistant requests
Battle-tested stock and ETF ratings*
Stock and fund screener*
Models marketplace*
Model portfolios*
Professional
$100 / month
For independent advisors ready to streamline operations, save time, and grow AUM
Subscribe now
Everything in Free plan, plus
Unlimited client proposals
- Portfolio analytics
- Stress tests
- Retirement map
- Customizable PDF reports
Unlimited Holi™ AI assistant requests and insights
Battle-tested stock and ETF ratings
Models marketplace
Model portfolios
Teamwork tools
Enterprise
Talk to us
For multi-advisor firms focused on compliance, collaboration, and customization
Talk to us
Everything in Professional plan, plus
Compliance risk management
Strategy backtesting
Custom features
Dedicated support manager
White-label branding
