Free
For one portfolio, tracked properly
$0forever
No card needed
Start with Free- 1 portfolio and 3 watchlists
- Performance against a benchmark
- Headline value at risk
- Markets, economy and the daily briefing
- Research to try
Invest with the whole picture.
Every plan tracks your portfolios, the markets and the daily briefing. Move up for more portfolios, the whole of your risk, and research that reads every filing.
Pro
Most popularFor every portfolio you run, and all of its risk
$12/ month
$144 billed yearly
Everything in Free, plus:
- 10 portfolios, unlimited watchlists
- Expected shortfall, 99% and the normal method
- Backtests and each position's share of risk
- Margin: what you can safely borrow
- 10× the research, on the model you choose
Max
For the whole family's books, and the deepest risk
$31/ month
$372 billed yearly
Everything in Pro, plus:
- 30 portfolios
- Monte Carlo VaR and expected shortfall
- Plootra's proprietary screens
- 40× the research, on the model you choose
Enterprise
For family offices and advisers: portfolios, research and terms agreed with you. Everything in Max, sized to the books you look after.
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| Feature | |||
|---|---|---|---|
| Portfolios | |||
| Live portfolios | 1 | 10 | 30 |
| Watchlists | 3 | Unlimited | Unlimited |
| Interactive Brokers import | |||
| Export your transactions | |||
| Performance | |||
| Returns against a benchmark | |||
| Attribution and insights | |||
| Risk | |||
| Value at riskHistorical, at 95% | |||
| Expected shortfall | — | ||
| 99% and the normal method | — | ||
| VaR and ES backtests | — | ||
| Risk contribution by position | — | ||
| MarginSafe borrowing against the book's risk | — | ||
| Monte Carlo VaR and ES | — | — | |
| Research | |||
| Monthly research | Included | 10× Free | 40× Free |
| Choice of model | Default | Any | Any |
| Web search and filing reads | |||
| Markets | |||
| Markets, economy and news | |||
| Plootra's proprietary screens | — | — | |
| Daily and weekend briefing | |||
Questions
Can I change plans later?
Yes, whenever you like. Moving up takes effect at once. Moving down never deletes anything: portfolios past the new plan's limit are kept, locked, until you move up again.
How does the research allowance work?
Each plan includes a month of research. Settings shows how much of it you have used, and it starts again on the first of the month. Faster models stretch it further; the deepest ones use it sooner.
Does Plootra connect to my broker?
No. Plootra reads what you enter or import from a statement. It never logs in to your broker, places trades or moves money.
Can I take my data with me?
On every plan, Free included. Each portfolio's transactions download as a spreadsheet from its Transactions tab.
Is this investment advice?
No. Plootra measures what you hold and explains the figures. What to buy or sell stays your decision.
Prices in US dollars, before any tax that applies where you live. Yearly plans are billed once a year. Cancel anytime: your plan runs to the end of the period you paid for.