Professional
$120
$10 per month for 12 months access
Perfect for undergraduate, graduate, and professional students as well as researchers, broker-dealers, investment advisors, family offices, and anyone who values financial wellness.
- 120+ elite financial decision-making frameworks based on CFA, CFP®, Columbia University, Harvard University, and MIT research
- AI-assistant
- Asset allocation and model portfolio optimization
- Comprehensive financial planning across insurance, investment, retirement, tax, and estate planning
- Custom model portfolio construction
- Downloadable JSON, CSV & charts for financial analysis, data science and software engineering
- Dynamic financial wellness resources
- Online research
- Risk & return analytics (Sharpe ratios, correlation)
- Security analysis (Basic)