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Basic Plan

Free forever

Ideal toolkit for those getting started with portfolio design.
  • Basic Build up to 2 custom portfolios, each containing up to 10 securities, using our professional-grade portfolio design studio
  • Get valuable insights about your risk, reward, volatility and correlation
  • Create up to 3 collections, each with up to 10 items, to organize your ideas and plan your next steps effectively.
  • Enjoy flexible data access with our plan, which offers detailed insights at daily and weekly intervals to suit your needs.
Pro PlanMost popular

$15/mo

A full suite of pro tools for managing every aspect of your portfolio.
  • Everything in Hobby, plus
  • Basic Build up to 5 custom portfolios, each containing up to 50 securities, using our professional-grade portfolio design studio
  • Create up to 10 collections, each with up to 25 items, to organize your ideas and plan your next steps effectively.
  • Enjoy flexible data access with our plan, which offers detailed insights at daily, weekly, and intraday data intervals to suit your needs.
  • Gain exclusive access to curated portfolios designed by Dr. Richard. Review these expert selections and seamlessly add them to your profile.
  • Access our portfolio generator for instantly creating optimized portfolios
  • Take advantage of our Chrome plug-in to streamline portfolio creation. Effortlessly add assets directly from any webpage to your portfolios, making web content integration seamless.
  • Critical portfolio-level alerts via push or email

  • Free access to our course, 7 Principles of Successful Investing (normally $199)

Educational Discount
Are you teaching investing and portfolio management to high school, college students or disadvantaged youth? We’d love to help you better prepare them for investing.
Contact us to learn about how we partner with educational institutions.
Contact Us
STOP GUESSING, START DESIGNING.Serious Portfolio Design Made SimpleInvesting gets much easier when you can see what you're doing. RiskSmith provides an unparalleled view at how your portfolio is designed, so you know exactly how the system you built is working.
Drag-and-drop portfolio builderCreate a portfolio in seconds from over 40,000 different assets.Instantly see risk vs. rewardSimple metrics show you how much you're risking, and well your turning that into gainKnow when something's upCustom alerts notify you when the risk level in your portfolio gets too high for you
All your ideas in one placeCollections help you keep track of your ideas, and preview impact on your portfolioAsset classes for daysCombine stocks, bonds, ETFs, cryptos, futures and more into portfoliosFix the behaviors that cause lossesRiskSmith's visualizations help control emotional trades by setting expectations