Plans that scale with your portfolio
Choose the plan that fits your goals
Free
Pro
Business
CORE FEATURES
Connected accounts
Up to $50,000
Unlimited
Unlimited
AI conversations (Orion)
Daily
Every 15 min
Real-time
Portfolio analysis
Mobile app access
CSV
CSV + JSON + Excel
INTELLIGENCE & INSIGHTS
Investment recommendations
Basic
Detailed breakdown
Advanced modeling
Tax-loss harvesting
AI identifies opportunities to sell losing positions and offset capital gains. Advanced features include wash sale avoidance, holding period optimization, and tax bracket considerations.
Market intelligence
3 scenarios
Unlimited
Stress testing
Custom AI training
ALERTS & SUPPORT
Price alerts
5% threshold
Custom thresholds
Volatility alerts
Create custom triggers based on portfolio beta, individual stock volatility, sector movements, or VIX levels. Get notified the moment significant risk changes occur.
Projections
Alert channels
Forum only
Priority (24hr)
Priority (24hr)
Live chat
Dedicated line
CFA consultation
Four scheduled video calls per year with a Chartered Financial Analyst. Discuss your portfolio strategy, review performance, and get professional guidance on complex financial decisions.
REST API
The direction of travel, for safeguarding, is inevitable.
Bring all your systems into one realm, with Vimara.

