Foundation
Simple diversification and guided portfolio tracking for new investors.
Core market watchlistsPortfolio dashboardEducational insights
Select planMomentum
Broader allocation tools for users building a long-term strategy.
Allocation analyticsPerformance historyGoal tracking
Select planHorizon
Advanced research views and deeper portfolio organization.
Advanced watchlistsTransaction exportsPriority insights
Select planPrivate Strategy
High-capacity tools designed for complex portfolio oversight.
Custom allocation viewsDedicated reportingInstitutional dashboard
Select planYour investment workspace
Running Investments
Track active plans, current value, earnings and completion progress.
Portfolio allocation
Your current holdings across each InvestPro category.
$0.00Total tracked