Plans

Pricing for research, optimization, and tax modeling

Compare free and Pro access to research and planning tools.

Connect ChatGPT or Claude to ArthaPilot’s MCP server at no extra charge. Plan access and usage limits still apply.

Free

  • Portfolio backtests, tax-aware analysis, optimizer, Monte Carlo, and core docs access.
  • Smaller limits for saved analyses, comparisons, and analyzer breadth.
  • Run scenarios within the free limits before choosing a paid plan.

Pro

  • Private workflows, CSV exports, and research tickers.
  • Heavier Monte Carlo and rebalancing-sensitivity workloads.
  • Higher limits for sleeves, saved analyses, and scenario analysis.

FAQ

Can I use the docs without a paid plan?
Yes. Documentation and tool descriptions are available without a paid plan.
Does a higher plan change the model assumptions?
No. Plans change which tools you can use and their limits. The modeling logic is the same across tiers.

Related pages