14-day Pro trial included on signup

Simple, transparent pricing

Start free. Upgrade when you need real-time quotes, unlimited watchlists, or the full AI analyst.

Free

Try the core experience, no commitment.

$0

Forever

  • 2 watchlists
  • 1 portfolio (15 holdings each)
  • 3 active smart alerts
  • 30-day signal history
  • 15 AI chat messages / day
  • Daily AI brief
  • Weekly AI recommendations
  • 15-min delayed quotes
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Most popular

Pro

For active investors who want the full edge.

$19.99/ month

Billed monthly

  • 10 watchlists
  • 5 portfolios (100 holdings each)
  • 25 active smart alerts
  • 180-day signal history
  • 100 AI chat messages / day
  • 5 brief refreshes per day
  • Unlimited AI recommendations
  • 2 backtests per month
  • Real-time quotes
  • Multi-asset (forex + international)
  • Natural-language smart alerts
  • CSV / PDF exports
  • Portfolio AI health check
  • Premium AI model (Sonnet)
Start free trial

No credit card required

Premium

For power users — unlimited everything.

$49.99/ month

Billed monthly

  • Unlimited watchlists
  • Unlimited portfolios & holdings
  • Unlimited smart alerts
  • Full-year signal history
  • Unlimited AI chat messages / day
  • Unlimited brief refreshes
  • Unlimited AI recommendations
  • Unlimited backtests
  • Real-time quotes
  • Multi-asset (forex + international)
  • Natural-language smart alerts
  • CSV / PDF exports
  • Portfolio AI health check
  • Premium AI model (Sonnet)
Start free trial

No credit card required

Encrypted in transit & at rest2-factor authentication on every planCancel anytime, no contracts

Compare features

The full picture — exactly what changes when you upgrade.

FeatureFreeProPopularPremium
Capacity
Watchlists210Unlimited
Tickers per watchlist1550Unlimited
Portfolios15Unlimited
Holdings per portfolio15100Unlimited
Smart alerts325Unlimited
Signal history30 days180 days365 days
AI & analysis
Daily Brief refreshes1 / day5 / dayUnlimited
Edge AI chat15 msgs / day100 msgs / dayUnlimited
Premium AI model
Compare & Risk analysisLimitedUnlimitedUnlimited
Rebalance suggestions1 / monthUnlimited
Strategy backtests2 / monthUnlimited
Data quality & features
Real-time quotes
ETFs, forex, international tickers
Natural-language smart alerts
Brokerage auto-import
Portfolio health check
CSV / JSON exports

Frequently asked questions

Can I switch plans or cancel anytime?
Yes. Upgrade, downgrade, or cancel from Settings → Plan & Billing at any time. Changes take effect at the end of your current billing cycle.
Is my payment data secure?
All payments are handled by Stripe — Epsilo never sees or stores your card number. Stripe is PCI-DSS Level 1 certified, the highest level of payment security.
What payment methods do you accept?
Visa, Mastercard, American Express, and most international cards via Stripe Checkout. Bank-account billing (ACH) is available on annual plans by request.
Do you offer a refund?
Yes — request a full refund within 14 days of any new subscription or upgrade. Email support@epsilo.app and we'll process it within 5 business days.
Is there a free trial on paid plans?
Every new account gets a 14-day Pro trial automatically. No credit card required to start. You'll be on the Free plan unless you choose to upgrade.
What's the difference between Pro and Premium?
Pro is sized for serious retail investors — 5 portfolios, 100 holdings each, real-time quotes, unlimited Compare/Risk, and a generous AI quota. Premium removes every quota, unlocks unlimited Backtests and Rebalance, and gives you full-year signal history.
Do you sell or share my data?
No. Your portfolio, watchlists, holdings, and AI conversations are private to your account. Aggregate, anonymised metrics are used to improve the product. See the Privacy Policy for the full data-handling picture.

Still have questions? Email support@epsilo.app — we reply within one business day.

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