Pricing and plans

Sign up for free and use all features for your own investments. Every backtest, every Monte Carlo simulation and every update costs the same: 1,000 credits, that is £0.90 in the smallest pack and less with a subscription. 20,000 starter credits are included. Once they are used up, you buy more credits or take out a subscription, monthly or yearly, cancellable at the end of the term.

For your own investments

One seat, no clients. All features are included everywhere; the difference is credits and space.

Plus

For anyone who tracks and plans regularly.

£8.90 per month
incl. VAT
15,000 credits per month
Enough, for example, to update every week and also run 11 backtests or simulations a month.
Request beta access
  • Everything in Free, as well as:
  • Up to 1,000 securities in the Watchlist instead of 200
  • Pays off compared with packs from around 13 runs a month
  • A run costs £0.59 here instead of up to £0.90
  • 100 saved results instead of 20
  • Unused credits expire at the end of the month

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Free

START HERE

Try everything, with your own securities.

£0
no payment details needed
20,000 one-time credits
Enough, for example, for thorough planning with 5 backtests and 15 Monte Carlo simulations. Or to update your Watchlist every week for 20 weeks, no matter how many securities it contains.
Start free
  • All features for your own investments
  • Free choice from more than 80,000 securities — by ISIN or ticker
  • Monte Carlo, taxes, savings and withdrawal plan
  • Excel and PDF export
  • The starter credits are valid for 12 months

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Pro

For anyone who tracks daily and calculates a lot.

£35 per month
incl. VAT
60,000 credits per month
Enough, for example, to update daily and also run 39 backtests or simulations a month.
Request beta access
  • Everything in Plus, as well as:
  • Pays off compared with Plus topped up with packs, from around 53 runs a month
  • A run costs £0.58 here
  • Up to 2,000 securities in the Watchlist
  • Unused credits expire at the end of the month

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No subscription needed: credits are also sold separately, from £4.50, and never expire. All packs

For advisors and teams

If you calculate for others or work as a team: several seats, separate client accounts and reports with your logo.

  • Everything in Pro, as well as:
  • 5 seats and 5 client accounts
  • Calculate for your clients too
  • PDF reports with your own logo
  • Shared folders in the account
  • Up to 12 securities per backtest

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  • Everything in Team, as well as:
  • 25 seats and 25 client accounts
  • Up to 15 securities per backtest
  • Up to 5,000 securities in the Watchlist
  • 100,000 API calls per month

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For financial advisors: what the plans for accounts include →

All prices are final prices including VAT. Payment runs through Link (Stripe), which also sends your receipt and invoice.

All features compared

What each plan includes. Expand a group; the info icon explains every row.

Plus
Free
Pro
Team
Professional

Credits
15,000 per month
20,000 one-time
60,000 per month
200,000 per month
600,000 per month
Backtest, simulation or update
1,000 credits
1,000 credits
1,000 credits
1,000 credits
1,000 credits
Buy more credits
Seats
1
1
1
5
25
Client accounts
–
–
–
5
25
Securities per backtest
8
8
8
12
15
Step size of the weightings in a backtest
5 %
5 %
5 %
5 %
5 %
Your own backtest sets
10
10
10
50
100
Saved results
100
20
100
100
100
Saved portfolios
100
100
100
100
100
Securities in the Watchlist
1,000
200
2,000
2,000
5,000
API calls per month
25,000
1,000
25,000
50,000
100,000

A note on precision and computing effort: The number of allocations grows very quickly with the number of securities and the fineness of the step: 12 securities in 5% steps are already around 85 million allocations. To keep the server stable, every run has an upper limit. If your settings exceed it, the backtest doesn't start but tells you the limit — then you choose a coarser step or fewer securities. You see how many allocations will be computed before you start.

Frequently asked questions

What we are most often asked before signing up.

What is free, and what costs money?

Signing up and all features for your own investments are free, and you don't need any payment details. You get a one-time balance of 20,000 credits. It only costs money once they are used up and you want to keep calculating.

What does a backtest, a simulation or an update cost?

Each of these runs costs 1,000 credits, which is £0.90 in the smallest pack and £0.49 to £0.59 with Plus or Pro. An update brings your Watchlist and your saved portfolios up to date. It counts once a day, no matter how many securities they contain, and is only charged when there are new prices. Thorough planning with 5 backtests and 15 simulations costs 20,000 credits. Viewing results, adding securities, reports, the test securities and the Community-Backtests cost nothing.

What packs are there?

£4.50 for 5,000 credits, £9 for 11,000 credits, £23 for 30,000 credits and £90 for 130,000 credits, that is 5, 11, 30 or 130 runs. Purchased credits never expire. You can buy them after signing in under “Plan & credits”, or directly when you're short of credits for a run.

What happens when my credits are used up?

Your account remains. You can still see your results, portfolios and the Watchlist as of their last update. To keep calculating, you buy a pack or take out a subscription. Automatic updates pause until you have credits again.

Do credits expire?

Purchased credits never expire. Subscription credits are valid for their calendar month and expire at the end of the month, with no rollover. The starter credits are valid for 12 months. The monthly allowance is used first, then the starter credits, then purchased credits.

Pack or subscription: which suits me?

If you plan now and then or update your Watchlist every week, packs are the cheapest option, at roughly £32 to £69 a year. Plus pays off from around 11 runs a month, for example if you update every week and plan every two months. Pro pays off from around 47 runs a month, for example if you update daily and plan several times a month. With monthly billing, both thresholds are slightly higher. In the app, “Plan & credits” shows you what is cheapest for your usage.

Am I allowed to calculate for clients?

Free, Plus and Pro are for your own investment decisions. If you calculate for others, choose Team or Professional. They also include client accounts and PDF reports with your own logo.

How do I cancel?

Any time, effective at the end of the paid term. Until then you keep using your subscription, and purchased credits remain yours afterwards. The quickest way needs no sign-in: the link “Cancel contracts here” at the bottom of every page.

Are these final prices?

Yes. All prices include VAT. The sale runs through Link (Stripe): Link handles the tax and sends you the receipt and invoice.