Pricing

Backtest portfolios with historical stock data, dividends, and rebalancing. Choose the plan that fits your investing goals.

Limited time offer! Enjoy an additional 25% off your first year. Prices shown already include this discount

Free

Backtest up to 15 stock holdings with 15 years of historical data — completely free

$
  • Included: Backtest up to 15 holdings
  • Included: 15 years of historical stock data
  • Included: Save 2 portfolio configurations
  • Included: Save 5 backtest results
  • Included: Full portfolio analytics suite
  • Included: Drawdown & dividend dashboards
  • Included: 10 benchmark comparisons (S&P 500, NASDAQ & more)
  • Included: All rebalancing frequencies
  • Included: CSV import & export
  • Included: Pre-built example portfolios

No credit card required

Best Value

Pro

Expanded backtesting with 100 holdings, 30+ years of data, and full export capabilities

Additional 25% off for the first year
$30
$

per monthBilled annually

Save 36%
  • Included: Everything in Free, plus:
  • Included: Backtest up to 100 holdings
  • Included: 30+ years of historical data
  • Included: Save 100 portfolio configurations
  • Included: Save 100 backtest results
  • Included: Export reports as CSV
  • Included: Priority support

Available Q2 2026

  • Included: Track 5 portfolios
  • Included: Monte Carlo simulation

Upcoming features are under development and may change. See our Terms and Conditions.

No long-term contracts

For Business

Commercial

Unlimited portfolios and results with a commercial use license for advisors and businesses

Additional 25% off for the first year
$60
$

per monthBilled annually

Save 36%
  • Included: Everything in Pro, plus:
  • Included: Unlimited saved portfolios
  • Included: Unlimited saved backtest results
  • Included: Full historical data — no date limits
  • Included: Commercial use license

Available Q2 2026

  • Included: Track 10 portfolios
  • Included: Monte Carlo simulation

Upcoming features are under development and may change. See our Terms and Conditions.

No long-term contracts

By subscribing to a paid plan, you agree to our Terms & Conditions and Refund Policy.

Feature Comparison

Feature
Free
ProFor serious investors
CommercialFor businesses
Portfolio Backtesting
Holdings per backtest
15
100
100
Historical data range
15 years
30+ years
Full history
Saved portfolios
2
100
Unlimited
Saved backtest results
5
100
Unlimited
Pre-built example portfolios
Analytics & Charts
Performance & growth charts
Drawdown analysis
Dividend dashboard
Sector allocation breakdown
Benchmark comparisons
All 10
All 10
All 10
Rebalancing simulation
All frequencies
All frequencies
All frequencies
Data Import & Export
CSV import
Export as CSV
Portfolio Tracking (Coming Q2 2026)
Track portfolios
5 portfolios
10 portfolios
Support & Licensing
Priority support
Commercial use license

Secure Payments

256-bit SSL encryption

Flexible Billing

Monthly or annual plans

Frequently Asked Questions

Everything you need to know about our pricing, billing, and security

Still have questions?

Start Backtesting Your Portfolio Today

See how your stock portfolio would have performed with historical data, dividends, and rebalancing — all in one calculator.

No credit card required for the free plan

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