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FORTFOLIO
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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