Pricing
Unify your investments with unparalleled value
Focus on your investments compounding, not your next bill.
Monthly
Yearly (20% Off)
Free 30-Day Trial
$0/month
For organizing your personal investment workflow.
Pro
$80/seat per month
A place for your teams & portfolio managers to get organized.
Enterprise
Contact Us
For solving complex problems that are unique to your business.
Usage
Usage
Usage
Usage
Workspaces
1 Workspace
Unlimited Workspaces
Unlimited Workspaces
Members
2 Members
Unlimited Members
Unlimited Members
Investments
3 Investments
Unlimited Investments
Unlimited Investments
Valuations
3 Valuations
Unlimited Valuations
Unlimited Valuations
Assumptions
3 Assumptions
Unlimited Assumptions
Unlimited Assumptions
Teams
1 Teams
Unlimited Teams
Unlimited Teams
Memos
3 Memos
Unlimited Memos
Unlimited Memos
Templates
Templates
Unlimited Templates
Unlimited Templates
Features
Features
Features
Features
Light & Dark Themes
Light & Dark Themes
Light & Dark Themes
Light & Dark Themes
Command Palette
Command Palette
Command Palette
Command Palette
Comments
Comments
Comments
Comments
Tabs
Tabs
Tabs
Tabs
Version History
Version History
180 Day Version History
Unlimited Version History
Real-Time Collaboration
Real-Time Collaboration
Real-Time Collaboration
Real-Time Collaboration
Integrations
Integrations
Integrations
Integrations
Import & Export
Import & Export
Import & Export
Import & Export
Permissions
Permissions
Permissions
Permissions
SAML SSO
SAML SSO
SAML SSO
SAML SSO
Audit Logs
Audit Logs
Audit Logs
Audit Logs
Extras
Extras
Extras
Extras
Premium Support
Premium Support
Premium Support
Premium Support
Custom Data Feeds
Custom Data Feeds
Custom Data Feeds
Custom Data Feeds
Part of an educational institution?
Students and professors get most of the feautures in our Pro plan at a discount when they sign up using their school email address.
Crafted for the value investors of the past, present, and future.
Start building your investments on Countercyclical today.