All plans include
- SSL Security
- Data Export
- Daily Backups
- Tax Reports
- Email Support
- Performance Charts
- Portfolio Statistics
- Assets Allocation
- Email Reports
- Value at Risk
Our price promise
We promise to never increase our pricing for existing customers. When we do increase our prices, they'll only affect new customers. The price you see here today is the price you'll always pay if you start your trial today.
Are there any set up fees?
No, there are no set up fees. Additionally all accounts start with a free 14-day trial.
Can I import my trades?
You can easily import your trades from Excel or any software that can produce files in .CSV format.
What if I want to cancel?
SmartPortfolio is available as pay as you go service. You may cancel at any time and export your data in Excel format.
Do I have to install anything?
SmartPortfolio is a platform independent web application. SmartPortfolio will work in any modern web browser.
What am I actually buying?
With your subscription payment you are purchasing the right to use our service. We own the software, you own your data.
What payment forms do you accept?
We accept Visa, MasterCard and American Express credit cards. We do not accept payment over bank transfer of cheques.