Straightforward Pricing
Free performance data for everyone. Pro unlocks every holding, every trade, every portfolio.
A typical financial advisor charges 1% of your portfolio — that's $1,000+ per year on a $100K account. Full access to all our research costs a fraction of that.
Free
- ✓Portfolio performance stats (CAGR, Sharpe, etc.)
- ✓Growth of $10K charts vs S&P 500
- ✓Year-by-year return comparisons
- ✓Full methodology and process breakdown
Pro
or $899/year (save $289)
- ✓Everything in Free
- ✓Full holdings for ALL portfolios
- ✓Exact weights and position sizes
- ✓Live pricing, P/E, dividends, market cap per holding
- ✓Rebalance trade lists on day of change
- ✓Email alerts for every portfolio action
- ✓Priority support
How We Compare
| Financial Advisor | Stock Newsletter | Advising Alpha Pro | |
|---|---|---|---|
| Annual cost ($100K portfolio) | $1,000+ | $200-$500 | $899 |
| Full portfolio holdings | ✓ | ✗ | ✓ |
| Exact trade lists | ✓ | ✗ | ✓ |
| Backtested performance | Varies | Rarely | ✓ |
| Multiple portfolio strategies | 1 plan | Tips only | 3+ models |
| You keep full control | ✗ | ✓ | ✓ |
| Cancel anytime | Complicated | ✓ | ✓ |
Common Questions
What happens after I subscribe?
You get immediate access to full holdings, weights, and live pricing for every portfolio. On rebalance days, you'll receive an email with the exact trades to make in your own brokerage account.
Can I cancel anytime?
Yes — no contracts, no cancellation fees. Cancel from your account settings and you keep access through the end of your billing period.
Do I need a minimum portfolio size?
We recommend at least $10K per portfolio so you can maintain meaningful position sizes. But there's no minimum to subscribe — you can start with any amount.
Is there a free trial?
Our Free tier lets you see full performance data, charts, and backtests before upgrading. You can evaluate everything except the actual holdings before paying a cent.
What if I only want one portfolio?
One subscription covers all portfolios. Most people start with Core 20 — our flagship — and add others as they get comfortable. You're not locked into any single strategy.
Still have questions? Reach out at support@advisingalpha.com