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Basic Plan

Free forever

Ideal toolkit for those getting started with portfolio design.
  • Build and analyze up to 2 portfolios, each containing up to 10 securities
  • 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 Basic, plus
  • Build and analyze up to 10 portfolios, each containing up to 50 securities
  • Create up to 10 collections, each with up to 50 items, to organize your ideas and plan your next steps effectively.
  • Gain exclusive access to curated portfolios designed by Dr. Richard Smith. Review these expert selections and seamlessly add them to your profile.
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.
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 thousands of stocks, ETFs, cryptos, and futures.Instantly see risk vs. rewardSimple metrics show you how much you're risking, and how well you're turning that into gain
All your ideas in one placeCollections help you keep track of your ideas, and preview impact on your portfolioAsset classes for daysCombine stocks, ETFs, cryptos, and futures into portfoliosSee what you're actually holdingRiskSmith's visualizations set honest expectations, so decisions come from measurement rather than emotion.