Pricing
Start free. Upgrade when you need the fuller review.
Free gives you the first clear read. Pro opens more history, more analysis, and a steadier weekly review.
Manual + CSV import. No broker connections required.
When Pro earns its place
Free gets the portfolio into one clear read. Pro earns its place when review needs full history, real return, and a steadier weekly rhythm.
Free
The clear first read.
- 1 portfolio
- Up to 2 accounts
- Manual + CSV import
- Core dashboard
- 90 days of history
Pro
The fuller review.
- Up to 10 accounts
- Full history
- Full analysis
- Real return
- Weekly portfolio review
A few useful answers
What is included in Free?
Free is built for the first clear read: 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 who have moved beyond occasional dashboard checks and want a more disciplined weekly portfolio review.