Pricing
Tracking is free, forever. Pay only when you need a filing-ready tax report.
Free
$0forever
Track portfolios. Tax preview only.
- ✓Up to 0 taxable events
- ✓Strategies: FIFO
- ✓Years: Most recent only
- ✓Preview only
Tax Lite
$49/year
Up to 100 events. FIFO. Form 8949.
- ✓Up to 100 taxable events
- ✓Strategies: FIFO
- ✓Years: Most recent only
- ✓Form 8949 PDF
Tax Pro
$149/year
Unlimited. All strategies. All years back to 2014.
- ✓Unlimited taxable events
- ✓Strategies: FIFO, LIFO, HIFO, SpecID
- ✓Years: Back to 2014
- ✓Form 8949 PDF
- ✓Schedule D summary PDF
Tax Pro + CPA Review
$349/year
Tax Pro + 30-min review with a partnered CPA.
- ✓Unlimited taxable events
- ✓Strategies: FIFO, LIFO, HIFO, SpecID
- ✓Years: Back to 2014
- ✓Form 8949 PDF
- ✓Schedule D summary PDF
- ✓30-min CPA review & signed packet
Cancel anytime. No prorated upgrades — to switch tiers mid-cycle, cancel and re-subscribe at the new tier. Subscription managed through your account page.