Fortfolio · Pricing
Choose your plan
Start free. Upgrade when you want deeper analysis and automation.
Free
$0forever
Everything you need to pressure-test a portfolio.
- Portfolio stress test across 10 historical crises
- Historical backtest with custom date ranges
- DCA / dollar-cost-averaging simulator
- Monte Carlo projection
- Basic Flow Builder strategies
- Shareable result links — no login required
Most popular
Standard
$9/mo
Deeper analysis and smarter automation.
- Everything in Free
- Advanced Flow Builder nodes (volume, fundamental, alerts)
- Multi-benchmark comparison
- Fundamentals: peer, growth and dividend analysis
- Flow strategy Monte Carlo
Expert
$29/mo
The full quantitative toolkit.
- Everything in Standard
- Chart Surgeon technical workspace
- DCF valuation models
- Factor model exposure analysis
- Insider and short-interest data
- Regime detection and advanced market tools
For professionals
Advisor
$99/mo
For RIAs / wealth managers.
- Everything in Expert
- White-labeled PDF + share pages
- Multi-client folder management
- Branded client reports
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