Pick the plan that fits your portfolio workflow.
Start with manual tracking, then upgrade when you need more portfolios, broader analytics, and plan-gated research tools.
Billing interval
Payments processed by Stripe Billing
Wall Street Invest does not store card details. Checkout, payment methods, subscriptions, invoices, and tax IDs are handled through Stripe-hosted billing flows. Approved refunds are processed through Stripe.
Prices are shown in USD before applicable taxes.
Basic
For manual tracking and starter portfolio review.
No credit card required.
1 portfolio, 10 holdings
Track up to 10 assets within a single consolidated portfolio.
Manual trade tracking
Add and remove trades manually. FIFO logic supported.
Market overview & watchlist
Track major market context and symbols you follow.
Manual data imports
Upload and review portfolio records when manual control is preferred.
Performance analytics
Sector heatmaps
Advanced automation workflows
Pro
For active portfolio review and expanded market context.
$131.40 billed annually, save 22%
3 portfolios, 30 holdings
Separate retirement and active-account records with clearer portfolio context.
Performance analytics
Portfolio P&L, FIFO-style tracking, and tax-lot context for review.
Dividend & cash flow tools
Record dividends, withholding tax entries, and cash movements.
Expanded research workflows
Use paid market and portfolio views without unsupported alert claims.
Market heatmaps
Visualize sector and market movement using available provider coverage.
Advanced integration workflows
Stripe-hosted billing. Checkout, cards, invoices, and tax IDs are handled by Stripe.
Elite
For larger portfolio workflows and broader saved research.
$258.00 billed annually, save 26%
Unlimited portfolios
No app-side portfolio or holding caps on the Elite entitlement.
Advanced performance views
Broader P&L, tax-lot, and benchmark context for larger workflows.
Advanced market heatmaps
Expanded visual market context where data coverage is available.
Advanced integration workflows
Reserved for supported read-only import workflows only when enabled.
Custom screener eligibility
Plan-gated access for saved research workflows as they are released.
Data export eligibility
Plan-gated export workflows as they are enabled.
Advanced research workflow eligibility
Reserved for released and documented product surfaces; users remain responsible for decisions.
Stripe-hosted billing. Checkout, cards, invoices, and tax IDs are handled by Stripe.
Included across paid plans
Shared billing, market context, import, and provider-aware review surfaces.
Provider-aware market context
Built for high-trust workflows without unsupported promises.
Active Trader
Workflow Profile
Active investors can review portfolio context, watchlists, and market movement without jumping between disconnected tools.
Income Investor
Workflow Profile
Dividend-focused users can record income and withholding tax entries alongside cash movements and holdings.
Multi-Portfolio Operator
Workflow Profile
Multi-portfolio users can separate strategies, accounts, and entities while keeping a consolidated operating view.
Thematic Investor
Workflow Profile
Thematic workflows should help users organize ideas clearly without turning software output into investment advice.
Tax-Aware Planner
Workflow Profile
Tax-lot context can support review and planning, but users should confirm tax consequences with qualified professionals before acting.
Data Workflow
Elite Eligibility
Export-style workflows are treated as plan-gated surfaces and should be exposed only where the active product supports them.
Charting Workflow
Market Context
Charting and market views should remain fast, legible, and clearly separated from trading execution.
Market Watcher
Coverage Profile
Market overview surfaces should disclose provider coverage and avoid implying exchange-grade completeness.
Basic User
Starter Workflow
Basic users can start with manual tracking and clear portfolio limits before deciding whether paid workflows are needed.
Advanced Operator
Trust Workflow
Larger workflows need clear limits, conservative billing behavior, and transparent data provenance.
Frequently asked questions
Billing, plan changes, product limits, and Stripe-hosted security.
Need help choosing a plan?
For plan limits, billing questions, and support needs, contact the Wall St Invest team.
Contact support