Pricing
Simple, Transparent Pricing
Start free and upgrade when you are ready. No hidden fees, no surprises.
Free
$0forever
Get started with basic portfolio tracking
1 portfolio label
Up to 12 active non-cash holdings
Supported brokerage connections & scheduled sync
Dividend quality scores
Basic performance metrics
Dividend calendar
1 watchlist
Community support
AI chat (Hootie)
Portfolio Backtester
Dividend Horizon projections
On-demand brokerage sync
DRIP Calculator
Tax reporting
Unlimited holdings
Most Popular
Pro
$9.99/month
Everything you need for serious investing — or $99.90/year (two months free)
Unlimited portfolios & holdings
AI-enriched analytics (Hootie)
Portfolio Backtester
Dividend Horizon projections
On-demand brokerage sync
DRIP Calculator
Tax reporting columns
12 watchlist lists
All Research features
Priority support
Basic performance metrics
Dividend calendar
Everything in Free
Feature Comparison
Everything included in Free and Pro — side by side.
| Feature | Free | Pro Popular |
|---|---|---|
| Portfolio Management | ||
| Active Non-Cash Holdings Limit | 12 | Unlimited |
| Watchlists | 1 | 12 |
| Portfolios | 1 | Unlimited |
| Investment Goals | 1 | Unlimited |
| Real-Time Dashboard | ||
| Interactive Data Tables (drag/resize/reorder) | ||
| Multi-Account Support (Taxable, IRA, 401k) | ||
| Sector & Asset Allocation Charts | ||
| Internal Rate of Return (XIRR) | ||
| Market Sentiment Gauge (6 indicators) | ||
| Mobile Card Layout (customizable) | ||
| Pull-to-Refresh | ||
| Portfolio Rebalancing Tool | ||
| Risk Analysis & Stress Testing | ||
| Tax-Loss Harvesting | ||
| Portfolio Benchmark Comparison | ||
| AI Intelligence | ||
| Hootie AI Chat Assistant | ||
| Smart Insights Engine (automated alerts) | ||
| AI Daily Portfolio Brief | ||
| Crypto-Aware AI Analysis | ||
| Research & Discovery | ||
| Stock / ETF Detail & Lookup | ||
| Held Stock Detection in Search | ||
| Stock Comparison | 3 stocks | 12 stocks |
| Stock Screener (440+ securities) | ||
| Find the Dip (Dip Score 0–100) | ||
| Guided Investment Finder (wizard) | ||
| Sentiment & Momentum Gauge (14 indicators) | ||
| Analyst Consensus & Price Targets | ||
| Historical Backtesting (20 years) | ||
| Similar Stocks / Funds Lookup | ||
| Income & Dividends | ||
| Dividend Calendar | ||
| Track Received Payouts | ||
| Dividend Yield & Yield on Cost | ||
| Earnings Calendar (EPS estimates & actuals) | ||
| Dividend Quality Score (0–100, 8 components) | ||
| Dividend Horizon Projections (1–20yr) | ||
| DRIP Calculator | ||
| Dividend Programs: Aristocrats & Challengers | ||
| 5-Year Dividend Growth Rate | ||
| Cryptocurrency | ||
| Full Crypto Tracking (20 coins) | ||
| Crypto in Screener & Finder | ||
| Crypto-Specific Smart Insights | ||
| Data & Integrations | ||
| CSV / Excel Import (auto-detect brokerage) | ||
| CSV Export (Holdings & Transactions) | ||
| Import History | ||
| Data Sources Hub | ||
| Supported Brokerage Connections (SnapTrade / Plaid) | ||
| Scheduled Brokerage Sync (provider availability applies) | ||
| On-Demand Brokerage Sync | ||
| Alerts & Notifications | ||
| Price & Market Alerts (9 types) | ||
| In-App Notifications | ||
| Email Alerts (SendGrid) | ||
| SMS Alerts (Twilio) | ||
| Web Push Notifications | ||
| Security & Platform | ||
| Passkey / WebAuthn (FIDO2) | ||
| Authenticator App (TOTP) | ||
| SMS & Email 2FA | ||
| Recovery Codes & Emergency Reset | ||
| Brute-Force Lockout & Rate Limiting | ||
| PWA / Mobile Install | ||
Frequently Asked Questions
Everything you need to know about SavvyStocks pricing.