Free
For getting started
$0forever
No card or payment required
Create free account→- ✓1 portfolio · 5 open positions
- ✓Core overview, Performance and News
- ✓Headline Health Score
- ✓3 generated AI reveals
· Clear plans, serious analysis
Start with clarity.
Go deeper when it matters.
Track the essentials for free. Upgrade when you want to understand what drove return, where risk sits, and how a portfolio change might behave before you make it.
Founding member rate
Private Investor
For investors who want the full picture
$300per quarter
Expected future standard price: $2,500/year
Start free 14-day trial→- ✓3 portfolios · 50 open positions each
- ✓Alpha, attribution and advanced risk
- ✓Fundamentals, income, flows and forecast
- ✓Brokerage, simulation, exports and deeper AI
Available during the launch period. Keep this rate while continuously subscribed.
✓14 days · no charge today
✓Read-only brokerage access
✓No trading authority
✓Your data is retained after downgrade
01 / Compare
What each plan unlocks.
Core visibility stays useful. Private Investor adds the analytical depth, automation and decision support needed to understand the whole portfolio.
Capability
Free
Private Investor
Portfolio management
Portfolios
1
3
Open positions
5
50 per portfolio
Manual and CSV import
✓
✓
Brokerage connection and resync
—
✓
Portfolio intelligence
Dashboard and positions
✓
✓
Exposure analysis
Core
Advanced + fund look-through
Performance
Full page
Full page
News and sentiment
✓
✓
Alpha and attribution
—
✓
Risk and stress testing
—
✓
Fundamentals, income, flows and forecast
—
✓
Historical fundamentals
—
✓
Portfolio simulation
—
✓
Decision support
Portfolio Health Score
Headline
Full factor diagnostics
Alerts
System alerts
Configurable alerts
Benchmarks
Standard
Standard + custom
Palance AI and reporting
Rule-based page summary
✓
✓
Generated AI reveals
3 lifetime
100 per quarter
Portfolio exports
—
✓
02 / Professional portfolios
Advisors, family offices
and institutions.
Client structures, reporting, integrations and governance require more than a larger position allowance. Palance works with professional investors around their book, operating model and reporting requirements.
Explore Palance for institutions →01Client and model portfolio workflows
02Branded reporting and proposals
03Custodian and administrator integrations
04Permissions, lineage and bespoke controls
03 / Questions
Before you begin.
When does my trial begin?+
The 14-day clock begins after you confirm a payment method in secure Stripe Checkout. Creating a Palance account alone does not start it.
What does the trial include?+
The trial unlocks Private Investor limits and in-platform analysis, including 25 generated Palance AI reveals. Exports remain available after the first successful payment.
What happens when the trial ends?+
Your saved payment method is charged $300 for the next three months unless you cancel before the displayed trial end. If payment fails or you cancel, the Free view keeps your newest manual portfolio and five largest positions visible. Other portfolio data is retained but hidden, and brokerage connections are removed until you upgrade and reconnect.
What is an open position?+
A unique asset with a current quantity above zero. Historical positions that have been fully sold do not consume the allowance.
Can Palance trade or move my money?+
No. Brokerage connections are read-only. Palance does not hold custody, place trades or move funds.
Is the founding price permanent?+
Customers who subscribe during the launch period retain $300 per quarter while their subscription remains continuously active.
Can I cancel?+
Yes. Cancel during the trial to prevent the first charge, or during a paid term to stop renewal. Access continues until the applicable trial or paid period ends. When Free limits take effect, excess portfolio data is retained but hidden and can be restored by upgrading.