Advanced tools and expert investing guides
Use the premium toolkit to move from basic planning to confident portfolio decisions. These pages are designed for investors who want real allocation review, retirement stress-testing, and broker selection guidance.
Premium analysis for long-term portfolios
Each premium tool is gated behind a single unlock flow. Start by opening any advanced page and use the access prompt to activate premium access.
Portfolio Analyzer
Compare current holdings, target allocations, and rebalancing actions across your long-term portfolio.
Open Portfolio AnalyzerRetirement Planner
Run Monte Carlo retirement scenarios, review success probabilities, and validate your retirement timeline.
Open Retirement PlannerDebt Accelerator
See which repayment strategy best reduces interest and reaches zero balance faster with smart allocation logic.
Open Debt AcceleratorPremium education and strategy pages
These guides support the premium toolbox with the long-term portfolio decisions every investor should review before taking action.
Portfolio strategies
Expert-backed allocations for conservative, balanced, growth, and income-oriented long-term investors.
Open strategiesPortfolio checklist
A practical review list to make sure your portfolio stays aligned with goals, fees, and risk tolerance.
Open checklistPortfolio review guide
Step-by-step review questions to spot gaps, rebalance intelligently, and improve long-term outcomes.
Open guideBroker selection for low-cost investing
Choose a broker that supports low fees, broad ETF access, and global market execution without overcomplicating your long-term plan.
Read the broker guideOne plan, everything included
No tier confusion. No feature gates. Just full access.
Basic
Essential planning tools for getting started
- ✓ Compound Interest Calculator
- ✓ Inflation Impact Calculator
- ✓ Savings Goal Calculator
- ✓ All Investment Guides
- ✓ Broker Selection Guides
- ✗ Portfolio Analyzer
- ✗ Retirement Planner
- ✗ Debt Accelerator
- ✗ Save Scenarios
Premium
All advanced tools, unlimited saves, full access
- ✓ Everything in Basic
- ✓ Portfolio Analyzer
- ✓ Retirement Planner
- ✓ Debt Accelerator
- ✓ Monte Carlo Simulations
- ✓ Rebalancing Actions
- ✓ Save Custom Scenarios
- ✓ Customer Reports
- ✓ Export Data to CSV
- ✓ Priority Support
All plans include: Cancel anytime • 30-day money-back guarantee • Secure Stripe checkout • GDPR compliant