Feature Comparison Chart

    • Package Features

    • Performance Measures & Relevant Benchmarks
    • Multiple Account Aggregation
    • Wash Sale Alerting
    • Tax Lot Relief Letter
    • Sale Methodology Planning Tools
    • Cost Basis Adjusted for Corporate Actions and Dividends
    • Live Phone Support
    • Connects With Your Brokerage Account to Import Your Data
    • Allow you to view unlimited client accounts
    • Generate and Receive Market Alerts
    • Asset Allocation by Security Classification
    • Modeling Actual Allocation to Target Allocation
    • Prepares Your Schedule D Forms

    • Premium

    • $9.95/mo
      or
      $100.00/yr

    •  

    • ESPP

    • $4.95/mo
      or
      $59.40/yr

    •  
    •  
    •  
    •  
    •  

    • Professional

    • $115/mo
      or
      $1300/yr

    •