Simple, flat pricing
One clear monthly fee — no AUM percentage, no hidden charges.
- Core universe
- 1 portfolios
- Portfolio health score
- AI stock ratings
- Fair-value estimates
- Fee analyzer
- Alerts
- Tamper-evident audit log
- AI assistant
- Extended universe
- 5 portfolios
- Portfolio health score
- AI stock ratings
- Fair-value estimates
- Fee analyzer
- Alerts
- Tamper-evident audit log
- AI assistant
- Alpha signals
- Tax-if-sold analysis
- Full universe (3,109)
- Unlimited portfolios
- Portfolio health score
- AI stock ratings
- Fair-value estimates
- Fee analyzer
- Alerts
- Tamper-evident audit log
- AI assistant
- Alpha signals
- Tax-if-sold analysis
- Screener export
- Backtesting
- IRR analytics
Compare plans
Every feature and limit, side by side — gaps shown as ✕.
| Feature | Free €0 | Plus €9/mo | Pro €19/mo |
|---|---|---|---|
| Portfolio health score | ✓ | ✓ | ✓ |
| AI stock ratings | ✓ | ✓ | ✓ |
| Fair-value estimates | ✓ | ✓ | ✓ |
| Fee analyzer | ✓ | ✓ | ✓ |
| Alerts | ✓ | ✓ | ✓ |
| Tamper-evident audit log | ✓ | ✓ | ✓ |
| AI assistant | ✓ | ✓ | ✓ |
| Alpha signals | ✕ | ✓ | ✓ |
| Tax-if-sold analysis | ✕ | ✓ | ✓ |
| Screener export | ✕ | ✕ | ✓ |
| Backtesting | ✕ | ✕ | ✓ |
| IRR analytics | ✕ | ✕ | ✓ |
| Portfolios | 1 portfolios | 5 portfolios | Unlimited portfolios |
| Screener rows | 20 screener rows | Unlimited screener rows | Unlimited screener rows |
| Assistant messages/day | 5 assistant messages/day | 50 assistant messages/day | Unlimited assistant messages |
| Fair-value checks/mo | 3 fair-value checks/mo | Unlimited fair-value checks | Unlimited fair-value checks |
| Coverage universe | Core universe | Extended universe | Full universe (3,109) |
How our pricing compares
Rough context — verify current pricing with each provider yourself.
| Tool | Pricing model | Note |
|---|---|---|
| Allocaria | Flat monthly fee | No AUM percentage; you keep custody and click Buy. |
| PortfolioPilot | Flat annual fee | AI advisor; higher tier for full features. |
| Wealthfront | ~0.25% of AUM/year | Robo-advisor that manages and executes for you. |
| Sharesight | Tiered subscription | Tracking & tax reporting; no allocation AI. |
| Danelfin | Tiered subscription | AI stock scores; no tax or allocation flow. |
Frequently asked questions
Do you charge a percentage of my assets?
No. Allocaria charges a flat monthly fee. We never take a percentage of your assets under management.
Is there an annual discount?
Pricing shown is monthly. Annual billing may offer a discount — see checkout for current terms.
Can I cancel anytime?
Yes. You can cancel at any time; your plan stays active until the end of the paid period.
Does Allocaria trade for me?
Never. Allocaria is decision-support only — it prepares plans and documents, but you always click Buy yourself.
What happens if I downgrade?
You keep access to paid features until the period ends, then move to the lower plan's limits. Your data is preserved.
Is this investment advice?
No. Allocaria provides decision-support, not regulated investment advice. Financial decisions are always yours.
Prices in EUR. Decision-support only — not regulated investment advice. Tax information is indicative; consult a professional for your jurisdiction.