Pricing
Start free. Upgrade when you need more accounts and fuller review.
Free covers the essentials for one portfolio. Pro adds more accounts, full history, deeper analysis, and real return for investors managing multiple brokers and accounts.
Manual + CSV import. No broker connections required.
When Pro makes sense
Free is enough to bring one portfolio into one place. Pro makes sense when review depends on more accounts, full history, real return, and a steadier weekly routine.
Free
The essential portfolio view.
- 1 portfolio
- Up to 2 accounts
- Manual + CSV import
- Core dashboard
- 90 days of history
Pro
More accounts. More history. More context.
- Up to 10 accounts
- Full history
- Full analysis
- Real return
- Weekly portfolio review
A few useful answers
What is included in Free?
Free gives you one portfolio, up to two accounts, manual or CSV import, the core dashboard, and 90 days of history.
What changes with Pro?
Pro adds more account capacity, full history, deeper analysis, real return visibility, and weekly portfolio review.
Do I need direct broker connections?
No. Upogee currently supports manual setup and CSV import, which makes it practical for investors working across different brokers and account types.
Who is Pro for?
Pro is for investors managing multiple brokers or accounts who want fuller history, real return, and a steadier weekly portfolio review.