Start with core access

Plans That Grow With Your Financial Life

Start with the core edition. Upgrade when your complexity demands it.

AI-assisted summaries are informational only and are not financial, investment, tax, insurance, or legal advice.

Free

Basic accounts and portfolio visibility.

Getting oriented

Track accounts, transactions, holdings, and the basic portfolio picture before you need deeper planning.

Free
  • ✓Accounts, transactions, and holdings
  • ✓Basic portfolio visibility
  • ✓1 goal

Plus

Budgets and Autopilot for everyday control.

Households managing cash flow

Budgets, Autopilot, and goals for turning transactions into a working monthly plan.

$10/mo

Everything in Free, plus:

  • ✓Budgets, including Autopilot
  • ✓Unlimited goals
  • ✓Unlimited statement imports
Recommended

Pro

Advanced Portfolio and Financial Freedom.

Investors thinking the bigger picture

Advanced Portfolio pages, Rebalance Modeling, Portfolio Strategy, and the existing educational Financial Freedom planning experience.

$25/mo

Best balance of depth and everyday usefulness.

Everything in Plus, plus:

  • ✓Advanced Portfolio pages
  • ✓Financial Freedom topics
  • ✓Memo Surfaces

All plans include: Ad-free · We do not sell user data to data brokers; subprocessors are published at /legal/subprocessors · AI-assisted summaries of your own financial data · Monthly or annual billing · Cancel any time before renewal

Subscription terms: paid plans renew automatically monthly or annually at the price shown until canceled. You can cancel online before renewal to stop future charges. Fees are non-refundable except where required by law. AI-assisted summaries are informational only and are not financial, investment, tax, insurance, or legal advice. At present, The ArthIQ Daily is intended for adults who are U.S. residents or U.S. persons. The service provides informational and educational tools only and is not a financial adviser, investment adviser, tax adviser, legal adviser, broker-dealer, remittance provider, foreign-exchange dealer, retirement adviser, or other licensed professional in any jurisdiction. You may connect or track your own overseas accounts for aggregation, visibility, and educational observations only. Overseas-account support does not interpret local laws, rules, or obligations and does not provide financial, investment, tax, legal, securities, remittance, foreign-exchange, retirement, estate-planning, or other professional advice for any country, account, or jurisdiction.