Pricing
Powerful Enough for Professionals.Priced For Everyone.
Explorer
$0 /month
- Compare portfolios. Backtest up to 5 portfolios together, with 20 tickers each.
- Simulations up to 20 years. Access to a simulation model designed for an optimal balance between speed, accuracy, and minimal assumptions.
- Calculator suite. Free to use, with no account required.
- Optimization. Use all 3 optimization models.
- Keep your research. Save 1 workspace and up to 5 portfolios.
- Automated Reports. Receive tailored rebalancing reminders and simulation reports at custom frequencies for 1 saved portfolio.
- —Simfolio MCP. Let compatible AI agents securely use the Simfolio MCP, with full read/write access.
- —Live. Securely connect any compatible brokerage account for research tied to real data.
- —Custom Time Series. Upload custom time series data with forward/back fill preferences.
- —Expanding optimization lookback. Use an expanding history window for portfolio optimization.
Researcher
2 Months Free$6.25/mo$75 billed annually
- Compare portfolios. Backtest up to 20 portfolios together, with 50 tickers each.
- Simulations up to 100 years. Access a frontier simulation model specifically designed for accuracy.
- Calculator suite. Free to use, with no account required.
- Optimization. Use all 13 optimization models.
- Keep your research. Save 20 workspaces and up to 400 portfolios.
- Simfolio MCP. Let compatible AI agents securely use the Simfolio MCP, with full read/write access.
- Live. Securely connect any compatible brokerage account for research tied to real data.
- Custom Time Series. Upload custom time series data with forward/back fill preferences.
- Expanding optimization lookback. Use an expanding history window for portfolio optimization.
- Automated Reports. Receive tailored rebalancing reminders and simulation reports at custom frequencies for up to 20 saved portfolios.
Simulation model “accuracy” refers to an aggregated distributional accuracy score. For more information, please see the methodology page for relevant material.
Compare plans
Choose the research capacity and connections that fit your workflow.
| Plan details | Guest | Explorer (free account) | Researcher |
|---|---|---|---|
| Usage | |||
| Saved workspaces | 0 | 1 | 20 |
| Saved portfolios | 0 | 5 | 400 |
| Compare portfolios | 5 | 5 | 20 |
| Tickers per portfolio | 20 | 20 | 50 |
| Simulation horizon | Up to 20 years | Up to 20 years | Up to 100 years |
| Automated Reports | Up to 1 saved portfolio | Up to 20 saved portfolios | |
| Features | |||
| Calculator suite | |||
| Simulation model | Default | Default | Default + Frontier |
| Optimization | 3 models | 3 models | 13 models |
| Simfolio MCP | |||
| Live | |||
| Custom Time Series | |||
| Expanding optimization lookback | |||