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Pricing
Annual
Monthly
Save 10% with an annual plan
Free
$0 / month
For investors who start researching the market
Sign up for free
AI-powered portfolio analysis with risk profiling
1 investment account
10 portfolio insights from Holi per month*
Integration with your financial institution*
Battle-tested Stock and ETF ratings*
Retirement map*
Stock and Fund screener
Macroeconomic dashboard
* These features may be subject to limitations or removal in future updates.
Sign up for free
Basic
$22 / month
For investors seeking to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Free plan

3 investment accounts
30 portfolio insights from Holi per month
Integration with your financial institution
Battle-tested Stock and ETF ratings*
Retirement map
* These features may be subject to limitations or removal in future updates.
Subscribe now
Premium
$31 / month
For investors who want to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Basic plan

10 investment accounts
100 portfolio insights from Holi per month
Subscribe now
Professional
Talk to us
For professional advisors
Talk to us
Client proposal
  • Portfolio analytics
  • Stress tests
  • Retirement map
  • Customizable PDF reports
Unlimited Holi insights
Models marketplace
Model portfolios
Compliance risk management
Teamwork tools
Macroeconomic dashboard
Talk to us
Free
$0 / month
For investors who start researching the market
Sign up for free
AI-powered portfolio analysis with risk profiling
1 investment account
10 portfolio insights from Holi per month*
Integration with your financial institution*
Battle-tested Stock and ETF ratings*
Retirement map*
Stock and Fund screener
Macroeconomic dashboard
* These features may be subject to limitations or removal in future updates.
Sign up for free
Basic
$24 / month
For investors seeking to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Free plan

3 investment accounts
30 portfolio insights from Holi per month
Integration with your financial institution
Battle-tested Stock and ETF ratings*
Retirement map
* These features may be subject to limitations or removal in future updates.
Subscribe now
Premium
$34 / month
For investors who want to manage their portfolios with advanced analytical tools and AI assistance
Subscribe now
Everything in Basic plan

10 investment accounts
100 portfolio insights from Holi per month
Subscribe now
Professional
Talk to us
For professional advisors
Talk to us
Client proposal
  • Portfolio analytics
  • Stress tests
  • Retirement map
  • Customizable PDF reports
Unlimited Holi insights
Models marketplace
Model portfolios
Compliance risk management
Teamwork tools
Macroeconomic dashboard
Talk to us
Investing forward, today.
Sign up for free
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400 Interpace Parkway Building C, 2nd Floor, Parsippany, NJ, 07054
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©2025 Holistico Investment LLC • Privacy Policy • Terms of Service • Disclaimer