Plans

Pricing for research, optimization, and tax modeling

Compare free and Pro access to research and planning tools.

Free includes historical backtesting, tax-aware analysis, optimizer, Monte Carlo, and the core research tools needed to evaluate ArthaPilot.

Pro adds private workflows, CSV exports, research tickers, heavier simulations, and higher limits.

Connect ChatGPT or Claude to ArthaPilot’s MCP server at no extra charge. Your plan’s access and usage limits apply.

Free

  • Portfolio backtests, tax-aware analysis, optimizer, Monte Carlo, and core docs access.
  • Smaller limits for saved analyses, comparisons, and analyzer breadth.
  • Best for trying scenarios and building a repeatable workflow before upgrading.

Pro

  • Private workflows, CSV exports, and research tickers.
  • Heavier Monte Carlo and rebalancing-sensitivity workloads.
  • Higher limits for sleeves, saved analyses, and scenario analysis.

FAQ

Can I use the docs without a paid plan?

Yes. Documentation and tool descriptions are available without a paid plan.

Does a higher plan change the model assumptions?

No. Plans change which tools you can use and their limits. The modeling logic is the same across tiers.

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